2023 Form 5500 filing — Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate

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 20240718152502NAL0003294659001) for Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate, reported by Rosenberg Real Estate Equity Fund West-Vi, A Group Trust under EIN 94-6566803 and plan number 100. It reports 0 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 4 · 2023

Filing snapshot

Net assets (EOY)$194.9KReported assets$194,935
Participants0
Provider compensation$15.7K1 Schedule C row(s)$15,700
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240718152502NAL0003294659001
Plan sponsor
Rosenberg Real Estate Equity Fund West-Vi, A Group Trust
EIN
94-6566803
Plan number
100
Location
Chicago, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$194.9K total assets
Net assetsnot reported in the loaded datasetLiabilities$194.9K
Money in vs. money out
Total income / additions$1.5K
Total expenses$210.1K
Benefits paid / distributionsNot reported
Full reported line items
Total assets (EOY)
$194,935
Total liabilities (EOY)
$194,935
Total income / additions
$1,534
Administrative expenses
$210,130
Total expenses
$210,130
Net increase / (decrease)
-$208,596
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $15.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718152502NAL0003294659001 cover?
It is the 2023 Form 5500 filing for Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate, reported by Rosenberg Real Estate Equity Fund West-Vi, A Group Trust (EIN 94-6566803).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages