Rosemore Employee Savings Plan And Trust — Form 5500 plan (Rosemore, 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, Rosemore Employee Savings Plan And Trust is a benefit plan reported by Rosemore, Inc. under EIN 52-1659249 and plan number 002. The latest loaded filing year is 2023. The filing reports 29 participants and $7,162,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rosemore, Inc.
- EIN
- 52-1659249
- Plan number
- 002
- Plan type
- 2
- Location
- Baltimore, MD
- Latest filing year
- 2023
- Participants
- 29
- End-of-year plan assets
- $7,162,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 29 | I | 20240718122127NAL0012197970001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $7,162,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,162,251
- Net assets (BOY)
- $5,682,254
Income & contributions
- Employer contributions
- $338,324
- Participant contributions
- $287,960
- Total income / additions
- $1,545,562
Expenses & distributions
- Benefits paid
- $59,742
- Administrative expenses
- $5,823
- Total expenses
- $65,565
- Net increase / (decrease)
- $1,479,997
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.