Rosella Partners, Inc. Profit Sharing Plan — Form 5500 plan (Rosella Partners, Inc.)
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, Rosella Partners, Inc. Profit Sharing Plan is a benefit plan reported by Rosella Partners, Inc. under EIN 27-0761207 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $113,301 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rosella Partners, Inc.
- EIN
- 27-0761207
- Plan number
- 001
- Plan type
- 2
- Location
- Lewes, DE
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $113,301
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241008015601NAL0016991969001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $113,301
- Net assets (EOY)
- $113,301
- Net assets (BOY)
- $135,401
Income & contributions
- Total income / additions
- -$21,771
Expenses & distributions
- Administrative expenses
- $329
- Total expenses
- $329
- Net increase / (decrease)
- -$22,100
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.