2023 Form 5500 filing — Rosewood Village 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 20250226084133NAL0000841569001) for Rosewood Village 401(K) Plan, reported by Rosewood Village Associates, LLC under EIN 82-3412861 and plan number 001. It reports 201 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)$543KReported net assets$543,014
Participants201
Provider compensation$6.3K3 Schedule C row(s)$6,324
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250226084133NAL0000841569001
Plan sponsor
Rosewood Village Associates, LLC
EIN
82-3412861
Plan number
001
Location
Charlottesville, VA
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)$543K total assets
Net assets$543KLiabilities$0
Money in vs. money out
Total income / additions$265.7K
Total expenses$126.8K
Benefits paid / distributions$120.5K
Contributions
EmployerNot reported
Participant$193.6K
Full reported line items
Total assets (EOY)
$543,014
Total liabilities (EOY)
$0
Net assets (EOY)
$543,014
Participant contributions
$193,569
Total income / additions
$265,673
Benefits paid
$120,453
Administrative expenses
$6,325
Total expenses
$126,778
Net increase / (decrease)
$138,895
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $6.3K · Indirect $0
  2. 2
    RECORD KEEPER · Direct $0 · Indirect $0
  3. 3
    ADVISOR · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250226084133NAL0000841569001 cover?
It is the 2023 Form 5500 filing for Rosewood Village 401(K) Plan, reported by Rosewood Village Associates, LLC (EIN 82-3412861).
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