The Rk Group 401(K) Profit Sharing Plan — Form 5500 plan (Catering By Rosemary, 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, The Rk Group 401(K) Profit Sharing Plan is a benefit plan reported by Catering By Rosemary, Inc. under EIN 74-1611332 and plan number 001. The latest loaded filing year is 2023. The filing reports 745 participants and $8,075,831 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.1MPlan net assets, end of year$8,075,831
Participants745Covered participants reported
Assets / participant$10.8KComputed: assets ÷ participants$10,840 (computed)
Provider compensation$56.3K2 Schedule C provider row(s)$56,274
Plan sponsor
Catering By Rosemary, Inc.
EIN
74-1611332
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    745 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities$0
Money in vs. money out
Total income / additions$2.1M
Total expenses$389K
Benefits paid / distributions$326.8K
Contributions
Employer$177.5K
Participant$787.1K
Full reported line items

Net assets

Total assets (EOY)
$8,075,831
Total liabilities (EOY)
$0
Net assets (EOY)
$8,075,831
Net assets (BOY)
$6,401,787

Income & contributions

Employer contributions
$177,529
Participant contributions
$787,099
Total contributions
$965,780
Total income / additions
$2,063,055

Expenses & distributions

Benefits paid
$326,758
Administrative expenses
$59,647
Total expenses
$389,011
Net increase / (decrease)
$1,674,044
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 18%Participant 82%
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    RECORDKEEPER · Direct $30.2K · Indirect $0
  2. 2
    ADVISOR · Direct $26K

What to inspect next

Frequently asked questions

Who sponsors the The Rk Group 401(K) Profit Sharing Plan?
The Rk Group 401(K) Profit Sharing Plan is reported as sponsored by Catering By Rosemary, Inc. (EIN 74-1611332, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Rk Group 401(K) Profit Sharing Plan?
The latest Form 5500 filing year loaded for The Rk Group 401(K) Profit Sharing Plan is 2023.
How many participants does The Rk Group 401(K) Profit Sharing Plan report?
The Rk Group 401(K) Profit Sharing Plan reports 745 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Rk Group 401(K) Profit Sharing Plan?
The Rk Group 401(K) Profit Sharing Plan reports $8,075,831 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages