Ira S Rosen 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Ira S Rosen
  • Sponsor EIN: 222868414
  • Sponsor Address: 2186 STATE ROUTE 27 STE 2B, NORTH BRUNSWICK, NJ, 089021137
  • Plan Type: 401(k)
  • Total Participants: 6
  • Total Assets: $2.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20236$2.2M$22,680$62,409
20225$1.8M$21,992$63,112

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