Rosenbloom & Butler Cpas Pc — 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, Rosenbloom & Butler Cpas Pc (EIN 52-1626705) is a plan sponsor located in Rockville, MD 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
52-1626705
Location
Rockville, MD
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 Rosenbloom & Butler Cpas Pc

  • 1 loaded plans hold $2M in reported assets.
  • The largest, Rosenbloom & Butler Cpas Pc Cash Or Deferred Profit Sharing Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 9 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2MSummed across loaded plans$2,014,559
Total reported assets$2M$2,014,559
Total reported participants9
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$2M total assets
Net assets$2MLiabilities
Contributions & income
Employer contributions$60K
Participant contributions$93.4K
Total income / additions$699.7K
Expenses & distributions
Benefits paid / distributions$514.6K
Total expenses$522.7K
Net increase / (decrease)$177K

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%Rosenbloom & Butler Cpas Pc Cash Or Deferred Profit Sharing Plan And Trust
Participants per plan9Average 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
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Rosenbloom & Butler Cpas Pc. Open one for its full reported snapshot.

  1. 2023
    Rosenbloom & Butler Cpas Pc Cash Or Deferred Profit Sharing Plan And Trust9 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Rosenbloom & Butler Cpas Pc report on Form 5500?
Rosenbloom & Butler Cpas Pc (EIN 52-1626705) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Rosenbloom & Butler Cpas Pc?
The Employer Identification Number (EIN) reported for Rosenbloom & Butler Cpas Pc is 52-1626705.
What is the latest Form 5500 filing year for Rosenbloom & Butler Cpas Pc?
The latest loaded Form 5500 filing year for Rosenbloom & Butler Cpas Pc is 2023.

Related Form 5500 pages