How big is Jonathan D Rosen Family Foundation's plan?

Jonathan D Rosen Family Foundation's plan reported $263K in assets and 4 participants for 2023.

Original filing (PDF)20250710074424NAL0014608850001

Jonathan D Rosen Family Foundation

Name: Jonathan D Rosen Family Foundation — Jonathan D, Form 5500 (2023)
Creator: Jonathan D Rosen Family Foundation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jonathan D Rosen Family Foundation 403(b) Retirement Plan

403(b) retirement plan · Jonathan D Rosen Family Foundation's Jonathan D Rosen Family Foundation 403(b) Retirement Plan held $263K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$263K

Net assets (EOY)

$263K

People on this filing

Tracy Tanner signed Jonathan D Rosen Family Foundation's 2023 Form 5500 as plan administrator.

Tracy Tanner — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Jonathan D Rosen Family Foundation's EIN is 27-1263846.

EIN 27-1263846

Plan number 001

Plan year 2023

ACK ID 20250710074424NAL0014608850001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Jonathan D Rosen Family Foundation from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Jonathan D Rosen Family Foundation's plan includes 403(b) custodial accounts.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JONATHAN D ROSEN FAMILY FOUNDATION.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score