Rosen, Sapperstein & Friedlander, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Rosen, Sapperstein & Friedlander, LLC)
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, Rosen, Sapperstein & Friedlander, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Rosen, Sapperstein & Friedlander, LLC under EIN 47-5153865 and plan number 001. The latest loaded filing year is 2023. The filing reports 93 participants and $12,574,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rosen, Sapperstein & Friedlander, LLC
- EIN
- 47-5153865
- Plan number
- 001
- Plan type
- 2
- Location
- Towson, MD
- Latest filing year
- 2023
- Participants
- 93
- End-of-year plan assets
- $12,574,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 93 | I | 20240827112728NAL0010542833001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $12,574,023
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,574,023
- Net assets (BOY)
- $11,256,124
Income & contributions
- Employer contributions
- $265,000
- Participant contributions
- $567,668
- Total income / additions
- $2,757,677
Expenses & distributions
- Benefits paid
- $1,388,169
- Administrative expenses
- $51,609
- Total expenses
- $1,439,778
- Net increase / (decrease)
- $1,317,899
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.