Barbara Rosen Keogh Plan Profit Sharing Plan — Form 5500 plan (Barbara L. Rosen)
Plain-English plan 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, Barbara Rosen Keogh Plan Profit Sharing Plan is a benefit plan reported by Barbara L. Rosen under EIN 11-2769722 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $2,868,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Barbara L. Rosen
- EIN
- 11-2769722
- Plan number
- 001
- Plan type
- 2
- Location
- Manhasset, NY
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $2,868,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241015091338NAL0047152160002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,868,963
- Net assets (EOY)
- $2,868,963
- Net assets (BOY)
- $2,533,748
Income & contributions
- Employer contributions
- $92,728
- Total income / additions
- $449,823
Expenses & distributions
- Benefits paid
- $91,796
- Administrative expenses
- $22,812
- Total expenses
- $114,608
- Net increase / (decrease)
- $335,215
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.