2023 Form 5500 filing — Frederic M. Rosen P.C. P/S Plan & Trust
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 20241108083006NAL0011363889001) for Frederic M. Rosen P.C. P/S Plan & Trust, reported by Frederic M. Rosen, P.C. under EIN 38-2401290 and plan number 002. It reports 1 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241108083006NAL0011363889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Frederic M. Rosen, P.C.
- EIN
- 38-2401290
- Plan number
- 002
- Location
- West Bloomfield, MI
- Participants
- 1
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,422,307
- Net assets (EOY)
- $2,422,307
- Total income / additions
- $856,294
- Total expenses
- $200,000
- Net increase / (decrease)
- $656,294
- Schedule source
- Schedule I