Robert A. Rose & Associates, LLC Profit Sharing Plan DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Robert A. Rose & Associates, LLC Profit Sharing Plan
  • Sponsor EIN: 364288038
  • Sponsor Address: 1510 N WIELAND ST APT 5, CHICAGO, IL, 606103475
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $454,881

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20232$454,881$10,074$0
20222$578,809$12,189$0

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