2023 Form 5500 filing — Rothschild North America Inc. Employee Stock Ownership 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 20241015075019NAL0048414240001) for Rothschild North America Inc. Employee Stock Ownership Plan, reported by Rothschild North America Inc. under EIN 13-3438524 and plan number 003. It reports 20 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241015075019NAL0048414240001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rothschild North America Inc.
- EIN
- 13-3438524
- Plan number
- 003
- Location
- New York, NY
- Participants
- 20
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $701,222
- Net assets (EOY)
- $701,222
- Total income / additions
- $68,476
- Benefits paid
- $17,382
- Total expenses
- $17,382
- Net increase / (decrease)
- $51,094
- Schedule source
- Schedule I