Plan5500

Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate — Form 5500 plan (Rosenberg Real Estate Equity Fund West-Vi, A Group Trust)

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, Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate is a benefit plan reported by Rosenberg Real Estate Equity Fund West-Vi, A Group Trust under EIN 94-6566803 and plan number 100. The latest loaded filing year is 2023. The filing reports 0 participants and $194,935 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$194.9KEnd-of-year plan assets$194,935
Participants0Covered participants reported
Assets / participantNot reported
Provider compensation$15.7K1 Schedule C provider row(s)$15,700
Plan sponsor
Rosenberg Real Estate Equity Fund West-Vi, A Group Trust
EIN
94-6566803
Plan number
100
Plan type
4
Location
Chicago, IL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    0 participants · 4Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$194.9K total assets
Net assetsnot reported in the loaded datasetLiabilities$194.9K
Money in vs. money out
Total income / additions$1.5K
Total expenses$210.1K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$194,935
Total liabilities (EOY)
$194,935
Net assets (BOY)
$208,596

Income & contributions

Total income / additions
$1,534

Expenses & distributions

Administrative expenses
$210,130
Total expenses
$210,130
Net increase / (decrease)
-$208,596
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Deloitte & Touche Llp$15.7K
    NONE · Direct $15.7K

What to inspect next

Frequently asked questions

Who sponsors the Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate?
Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate is reported as sponsored by Rosenberg Real Estate Equity Fund West-Vi, A Group Trust (EIN 94-6566803, plan number 100) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate?
The latest Form 5500 filing year loaded for Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate is 2023.
How many participants does Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate report?
Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate reports 0 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate?
Rosenberg Real Estate Equity Fund West Vi, A Group Trust Rosenberg Real Estate reports $194,935 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages