2023 Form 5500 filing — Rosella Partners, Inc. Profit Sharing Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241008015601NAL0016991969001) for Rosella Partners, Inc. Profit Sharing Plan, reported by Rosella Partners, Inc. under EIN 27-0761207 and plan number 001. It reports 2 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241008015601NAL0016991969001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rosella Partners, Inc.
- EIN
- 27-0761207
- Plan number
- 001
- Location
- Lewes, DE
- Participants
- 2
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $113,301
- Net assets (EOY)
- $113,301
- Total income / additions
- -$21,771
- Administrative expenses
- $329
- Total expenses
- $329
- Net increase / (decrease)
- -$22,100
- Schedule source
- Schedule I