2023 Form 5500 filing — Rosati'S Window Co. Employee Stock Ownership 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 20240805100903NAL0001923312001) for Rosati'S Window Co. Employee Stock Ownership Plan, reported by Rosatis Window Co, LLC under EIN 31-1697753 and plan number 002. It reports 66 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$17.8MReported net assets-$17,787,896
Participants66
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240805100903NAL0001923312001
Plan sponsor
Rosatis Window Co, LLC
EIN
31-1697753
Plan number
002
Location
Columbus, OH
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)$1.1M total assets
Net assets-$17.8MLiabilities$18.9M
Money in vs. money out
Total income / additions$1.2M
Total expenses$19M
Benefits paid / distributionsNot reported
Contributions
Employer$1.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$1,101,000
Total liabilities (EOY)
$18,888,896
Net assets (EOY)
-$17,787,896
Employer contributions
$1,200,000
Total income / additions
$1,200,000
Total expenses
$18,987,896
Net increase / (decrease)
-$17,787,896

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240805100903NAL0001923312001 cover?
It is the 2023 Form 5500 filing for Rosati'S Window Co. Employee Stock Ownership Plan, reported by Rosatis Window Co, LLC (EIN 31-1697753).
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