Rosatis Window Co, LLC — 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, Rosatis Window Co, LLC (EIN 31-1697753) is a plan sponsor located in Columbus, OH 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
31-1697753
Location
Columbus, OH
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 Rosatis Window Co, LLC

  • 1 loaded plans hold $1.1M in reported assets.
  • The largest, Rosati'S Window Co. Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 66 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets-$17.8MSummed across loaded plans-$17,787,896
Total reported assets$1.1M$1,101,000
Total reported participants66
Total reported liabilities$18.9M$18,888,896

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets-$17.8MLiabilities$18.9M
Contributions & income
Employer contributions$1.2M
Participant contributionsNot reported
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$19M
Net increase / (decrease)-$17.8M

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%Rosati'S Window Co. Employee Stock Ownership Plan
Participants per plan66Average 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 #002 · 66 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rosatis Window Co, LLC. Open one for its full reported snapshot.

  1. 2023
    Rosati'S Window Co. Employee Stock Ownership Plan66 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rosatis Window Co, LLC report on Form 5500?
Rosatis Window Co, LLC (EIN 31-1697753) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rosatis Window Co, LLC?
The Employer Identification Number (EIN) reported for Rosatis Window Co, LLC is 31-1697753.
What is the latest Form 5500 filing year for Rosatis Window Co, LLC?
The latest loaded Form 5500 filing year for Rosatis Window Co, LLC is 2023.

Related Form 5500 pages