Frederic M. Rosen P.C. P/S Plan & Trust — Form 5500 plan (Frederic M. Rosen, P.C.)
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, Frederic M. Rosen P.C. P/S Plan & Trust is a benefit plan reported by Frederic M. Rosen, P.C. under EIN 38-2401290 and plan number 002. The latest loaded filing year is 2023. The filing reports 1 participants and $2,422,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Frederic M. Rosen, P.C.
- EIN
- 38-2401290
- Plan number
- 002
- Plan type
- 2
- Location
- West Bloomfield, MI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,422,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241108083006NAL0011363889001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,422,307
- Net assets (EOY)
- $2,422,307
- Net assets (BOY)
- $1,766,013
Income & contributions
- Total income / additions
- $856,294
Expenses & distributions
- Total expenses
- $200,000
- Net increase / (decrease)
- $656,294
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.