Carl Rose & Sons, Inc. Money Purchase Pension Plan — Form 5500 plan (Carl Rose & Sons, 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, Carl Rose & Sons, Inc. Money Purchase Pension Plan is a benefit plan reported by Carl Rose & Sons, Inc. under EIN 56-0797427 and plan number 001. The latest loaded filing year is 2023. The filing reports 92 participants and $6,131 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carl Rose & Sons, Inc.
- EIN
- 56-0797427
- Plan number
- 001
- Plan type
- 2
- Location
- Elkin, NC
- Latest filing year
- 2023
- Participants
- 92
- End-of-year plan assets
- $6,131
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 92 | I | 20241210154845NAL0021233826001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,131
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,131
- Net assets (BOY)
- $2,973,680
Income & contributions
- Employer contributions
- $25,817
- Participant contributions
- $0
- Total income / additions
- $415,010
Expenses & distributions
- Benefits paid
- $3,337,616
- Administrative expenses
- $44,943
- Total expenses
- $3,382,559
- Net increase / (decrease)
- -$2,967,549
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.