Rothschild North America Inc. Employee Stock Ownership Plan — Form 5500 plan (Rothschild North America Inc.)
Plain-English plan 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, Rothschild North America Inc. Employee Stock Ownership Plan is a benefit plan reported by Rothschild North America Inc. under EIN 13-3438524 and plan number 003. The latest loaded filing year is 2023. The filing reports 20 participants and $701,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rothschild North America Inc.
- EIN
- 13-3438524
- Plan number
- 003
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 20
- End-of-year plan assets
- $701,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20 | I | 20241015075019NAL0048414240001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $701,222
- Net assets (EOY)
- $701,222
- Net assets (BOY)
- $650,128
Income & contributions
- Total income / additions
- $68,476
Expenses & distributions
- Benefits paid
- $17,382
- Total expenses
- $17,382
- Net increase / (decrease)
- $51,094
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.