Rose Villa Inc 403(B) Plan — Form 5500 plan (Rose Villa 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, Rose Villa Inc 403(B) Plan is a benefit plan reported by Rose Villa Inc under EIN 93-0471873 and plan number 002. The latest loaded filing year is 2023. The filing reports 219 participants and $5,878,020 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rose Villa Inc
- EIN
- 93-0471873
- Plan number
- 002
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 219
- End-of-year plan assets
- $5,878,020
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 219 | H, C | 20241010115455NAL0035617872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,878,020
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,878,020
- Net assets (BOY)
- $4,687,225
Income & contributions
- Employer contributions
- $290,021
- Participant contributions
- $338,934
- Total contributions
- $658,952
- Total income / additions
- $1,545,079
Expenses & distributions
- Benefits paid
- $309,820
- Administrative expenses
- $38,444
- Total expenses
- $354,284
- Net increase / (decrease)
- $1,190,795
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Northwest Plan Services, Inc. | NONE | $18,033 | not reported in the loaded dataset | 2023 |
| Lucid Advisors, Inc. | NONE | $17,724 | not reported in the loaded dataset | 2023 |