Logo

TAX DEFERRED ANNUITY PLAN OF ROSIE'S PLACE, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF ROSIE'S PLACE, INC.
Plan identification number 002

TAX DEFERRED ANNUITY PLAN OF ROSIE'S PLACE, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

ROSIE'S PLACE, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROSIE'S PLACE, INC.
Employer identification number (EIN):042582187
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF ROSIE'S PLACE, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01LIZ CHAVES2020-07-20 LIZ CHAVES2020-07-20
0022018-01-01LIZ CHAVES2019-09-09 LIZ CHAVES2019-09-09
0022017-01-01LIZ CHAVES2018-04-25 LIZ CHAVES2018-04-25
0022016-01-01LIZ CHAVES2017-06-15 LIZ CHAVES2017-06-15
0022015-01-01LIZ CHAVES2016-05-25 LIZ CHAVES2016-05-25
0022014-01-01LIZ CHAVES2015-06-17 LIZ CHAVES2015-06-17
0022013-01-01ANNE HEALY2014-05-20 ANNE HEALY2014-05-20
0022012-01-01ANNE HEALY2013-06-18 ANNE HEALY2013-06-18
0022011-01-01ANNE HEALY2012-04-25 ANNE HEALY2012-04-25
0022010-01-01ANNE HEALY2011-07-19 ANNE HEALY2011-07-19

Financial Data on TAX DEFERRED ANNUITY PLAN OF ROSIE'S PLACE, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF ROSIE'S PLACE, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-150
Total liabilities as of the end of the plan year2025-05-150
Total liabilities as of the beginning of the plan year2025-05-150
Total expenses incurred by plan in this plan year2025-05-15561409
Net assets as of the end of the plan year2025-05-155863289
Total assets as of the beginning of the plan year2025-05-154940498
Value of plan covered by a fidelity bond2025-05-15500000
Participant contributions to plan in this plan year2025-05-15318132
Value of participant loans at end of plan year2025-05-15201356
Other expenses paid from plan in this plan year2025-05-152250
Other contributions to plan in this plan year2025-05-1511717
Other income to plan in this plan year2025-05-15706209
Plan net income in this plan year2025-05-15922791
Net assets as of the end of the plan year2025-05-155863289
Net assets as of the beginning of the plan year2025-05-154940498
Employer contributions to plan in this plan year2025-05-15448142
Fees paid to broker by Benefit Provider2025-05-1558
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-1539417
2024 : TAX DEFERRED ANNUITY PLAN OF ROSIE'S PLACE, INC. 2024 401k financial data
Total liabilities as of the end of the plan year2024-06-250
Total liabilities as of the beginning of the plan year2024-06-250
Total expenses incurred by plan in this plan year2024-06-25494548
Net assets as of the end of the plan year2024-06-254940498
Total assets as of the beginning of the plan year2024-06-254053230
Value of plan covered by a fidelity bond2024-06-25120000
Participant contributions to plan in this plan year2024-06-25293229
Value of participant loans at end of plan year2024-06-25113941
Other expenses paid from plan in this plan year2024-06-251319
Other contributions to plan in this plan year2024-06-2518389
Other income to plan in this plan year2024-06-25714592
Plan net income in this plan year2024-06-25887268
Net assets as of the end of the plan year2024-06-254940498
Net assets as of the beginning of the plan year2024-06-254053230
Employer contributions to plan in this plan year2024-06-25355606
Fees paid to broker by Benefit Provider2024-06-2555
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-2532148

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1