2023 Form 5500 filing — Barbara Rosen Keogh Plan 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 20241015091338NAL0047152160002) for Barbara Rosen Keogh Plan Profit Sharing Plan, reported by Barbara L. Rosen under EIN 11-2769722 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$2.9MReported net assets$2,868,963
Participants3
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20241015091338NAL0047152160002
- Plan sponsor
- Barbara L. Rosen
- EIN
- 11-2769722
- Plan number
- 001
- Location
- Manhasset, NY
- Received date
- not reported in the loaded dataset
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)$2.9M total assets
Net assets$2.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $2,868,963
- Net assets (EOY)
- $2,868,963
- Employer contributions
- $92,728
- Total income / additions
- $449,823
- Benefits paid
- $91,796
- Administrative expenses
- $22,812
- Total expenses
- $114,608
- Net increase / (decrease)
- $335,215