ROSEN & ROSEN INDUSTRIES INC

204 AVENIDA FABRICANTE
SAN CLEMENTE, CA 92672

Business Stats

Policy History

Term Carrier Premium LCM
2022

1.425
2021

1.800
2020

1.800

Contacts

ZZCPMW XGVVJ
Benefits Admin
(942) 540-0578
eb6a

8
(346) 163-9026
980

Industry Classification

Retirement Benefits

Financials

2021
BOY Assets: $ 0
Liabilities: $ 0
EE Contrib: $ 55,282
Emp Contrib: $ 0
Income/Loss: $ 1,083
Total Income: $ 56,365
Paid Benefits: $ 242
Expenses: $ 0
  Commission: $ 365
Net Income: $ 55,758
Net Assets: $ 55,758

Participants

2021
Total Participants:62
Active Part.:61
Retired Part.:
Deceased Part.:

Insurance

No Insurance Coverage

Providers

No Providers

Features

    2E - Profit-sharing

    2F - ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.

    2G - 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.

    2J - 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.

    2K - Stock bonusCode section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contributions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

    2S - Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.

    2T - Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

    3C - Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

    3D - Pre-approved pension plan - A master, prototype, or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Health Benefits

Financials

202220212020201920182017201620152014201320122011
BOY Assets: $ 0 $ 2 $ 1 $ 7 $ 9 $ 93 $ 9 $ 3
Liabilities: $ 8,472 $ 48,936 $ 35,024 $ 48,632 $ 216 $ 4,156 $ 4,344 $ 16 $ 2 $ 4
EE Contrib: $ 8,520 $ 4,576 $ 16,076 $ 38,487 $ 43,427 $ 75,859 $ 47,450 $ 47,439 $ 6,796 $ 15,078 $ 46,777 $ 38,804
Emp Contrib: $ 0 $ 78 $ 4 $ 7 $ 24
Income/Loss: $ 0 $ 9 $ 30 $ 7 $ 9 $ 0
Total Income: $ 8,520 $ 99,482 $ 92,087 $ 20,354 $ 59,720 $ 97,904 $ 4,609 $ 6,406 $ 5,200 $ 74,566 $ 89,018 $ 49,990
Paid Benefits: $ 8,472 $ 46,750 $ 9,394 $ 73,365 $ 1,912 $ 5,179 $ 3,918 $ 67,961 $ 7,899 $ 83,586 $ 70,219 $ 37,325
Expenses: $ 0 $ 52 $ 1 $ 6 $ 50,000,000
  Commission: $ 0 $ 24 $ 44 $ 7 $ 2 $ 5 $ 664 $ 668 $ 4
Net Income: $ 48 $ 953 $ 3,478 $ 125 $ 1,211 $ 7,041 $ 8,167 $ 2,662 $ 556 $ 3,477 $ 60,064 $ 494
Net Assets: $ 48 $ 777 $ 8,939 $ 855 $ 1,626 $ 37 $ 1,903 $ 1,265 $ 871 $ 3,434 $ 56,345 $ 917

Participants

202220212020201920182017201620152014201320122011
Total Participants:483153818104
Active Part.:435543175727
Retired Part.:d79104e9271f7575a99b21514
Deceased Part.:d22c 1abc1272e1dfd 1ba7f

Insurance

No Insurance Coverage

Providers

No Providers

Features

    4A - Health (other than vision or dental).

Motor Carrier