Leonard Rosenberg Fine Art, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Leonard Rosenberg Fine Art, Inc. (EIN 13-3459250) is a plan sponsor located in West Palm Beach, FL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-3459250
Location
West Palm Beach, FL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Leonard Rosenberg Fine Art, Inc.

  • 1 loaded plans hold $645.4K in reported assets.
  • The largest, Leonard Rosenberg Fine Art, Inc. Pension Trust, holds 100% of this company's reported plan assets.
  • Plans cover 2 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$645.4KSummed across loaded plans$645,425
Total reported assets$645.4K$645,425
Total reported participants2
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$645.4K total assets
Net assets$645.4KLiabilities
Contributions & income
Total income / additions$85K
Expenses & distributions
Benefits paid / distributions$55K
Total expenses$55K
Net increase / (decrease)$30K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Leonard Rosenberg Fine Art, Inc. Pension Trust
Participants per plan2Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 2 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Leonard Rosenberg Fine Art, Inc.. Open one for its full reported snapshot.

  1. 2023
    Leonard Rosenberg Fine Art, Inc. Pension Trust2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Leonard Rosenberg Fine Art, Inc. report on Form 5500?
Leonard Rosenberg Fine Art, Inc. (EIN 13-3459250) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Leonard Rosenberg Fine Art, Inc.?
The Employer Identification Number (EIN) reported for Leonard Rosenberg Fine Art, Inc. is 13-3459250.
What is the latest Form 5500 filing year for Leonard Rosenberg Fine Art, Inc.?
The latest loaded Form 5500 filing year for Leonard Rosenberg Fine Art, Inc. is 2023.

Related Form 5500 pages