How big is Rosemann and Associates PC's plan?

Rosemann and Associates PC's plan reported $6.0M in assets and 49 participants for 2023.

Original filing (PDF)20250422142008NAL0002366819001

Rosemann and Associates PC

Name: Rosemann and Associates PC — Rosemann and Associates, Form 5500 (2023)
Creator: Rosemann and Associates PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rosemann and Associates PC 401(k) Plan

401(k) retirement plan · Rosemann and Associates PC's Rosemann and Associates PC 401(k) Plan held $6.0M in plan assets for 49 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

Scott Rosemann signed Rosemann and Associates PC's 2023 Form 5500 as plan administrator.

Scott Rosemann — 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

Rosemann and Associates PC's EIN is 43-1682285.

EIN 43-1682285

Plan number 001

Plan year 2023

ACK ID 20250422142008NAL0002366819001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Rosemann and Associates PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Rosemann and Associates PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSEMANN AND ASSOCIATES PC.

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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