2023 Form 5500 filing — Rosenthal & Rosenthal, Inc. 401(K) 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 20241015212629NAL0015426835001) for Rosenthal & Rosenthal, Inc. 401(K) Plan, reported by Rosenthal & Rosenthal Inc. under EIN 13-1238943 and plan number 002. It reports 264 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$48.8MReported net assets$48,799,170

Participants264

Provider compensation$29.3K3 Schedule C row(s)$29,304

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015212629NAL0015426835001
Plan sponsor: Rosenthal & Rosenthal Inc.
EIN: 13-1238943
Plan number: 002
Location: New York, NY
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)$48.8M total assets

Net assets$48.8MLiabilities—

Money in vs. money out

Total income / additions$12.1M

Total expenses$4.9M

Benefits paid / distributions$4.9M

Contributions

Employer$2.3M

Participant$2.2M

Full reported line items

Total assets (EOY): $48,799,170
Net assets (EOY): $48,799,170
Employer contributions: $2,349,879
Participant contributions: $2,195,262
Total income / additions: $12,094,119
Benefits paid: $4,870,852
Administrative expenses: $10,414
Total expenses: $4,917,006
Net increase / (decrease): $7,177,113

Schedule C

Reported service provider compensation

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

1
Cbiz Cpas P.C.$18.9K
ACCOUNTANT · Direct $0 · Indirect $18.9K
2
Principal Life Insurance Company$10.4K
CONTRACT ADMINISTRATOR · Direct $10.4K · Indirect $0
3
Morningstar Investment Management L$0
INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015212629NAL0015426835001 cover?: It is the 2023 Form 5500 filing for Rosenthal & Rosenthal, Inc. 401(K) Plan, reported by Rosenthal & Rosenthal Inc. (EIN 13-1238943).
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).