2023 Form 5500 filing — Romano Brothers And Company Employees' Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708102807NAL0007196787001) for Romano Brothers And Company Employees' Profit Sharing Plan, reported by Romano Brothers And Company under EIN 36-2659240 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$8.1MReported net assets$8,109,931
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240708102807NAL0007196787001
Plan sponsor
Romano Brothers And Company
EIN
36-2659240
Plan number
001
Location
Evanston, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$8.1M total assets
Net assets$8.1MLiabilities
Money in vs. money out
Total income / additions$1.3M
Total expenses$43.9K
Benefits paid / distributions$43.9K
Contributions
Employer$215K
Participant$225.2K
Full reported line items
Total assets (EOY)
$8,109,931
Net assets (EOY)
$8,109,931
Employer contributions
$215,000
Participant contributions
$225,230
Total income / additions
$1,252,846
Benefits paid
$43,911
Total expenses
$43,911
Net increase / (decrease)
$1,208,935

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240708102807NAL0007196787001 cover?
It is the 2023 Form 5500 filing for Romano Brothers And Company Employees' Profit Sharing Plan, reported by Romano Brothers And Company (EIN 36-2659240).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages