ART OF WEALTH MANAGEMENT 401K PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
S ROSE LLC
This Other plan holds N/A in total assets and serves 3 participants as of 2024. It is sponsored by S ROSE LLC in Nevada.
What the Filing Says About ART OF WEALTH MANAGEMENT 401K PLAN
ART OF WEALTH MANAGEMENT 401K PLAN is a Other retirement plan sponsored by S ROSE LLC, headquartered in Nevada. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 3 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 831904177, and the plan has been effective since 2023-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 831904177 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S ROSE LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | N/A | N/A |
| 2024 | 1 | 3 | N/A |
Nearby Other Plans in Nevada
Peer Other plans — same state, same plan type — ranked by total assets.
- CONSTRUCTION INDUSTRY AND LABORERS JOINT PENSION TRUST FOR SO NEVADA, PLAN A $582M · 2,630
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Frequently Asked Questions
How much money is in the ART OF WEALTH MANAGEMENT 401K PLAN? ▼
What type of plan is ART OF WEALTH MANAGEMENT 401K PLAN? ▼
Who sponsors the ART OF WEALTH MANAGEMENT 401K PLAN? ▼
How did ART OF WEALTH MANAGEMENT 401K PLAN perform in 2024? ▼
Where can I find official filings for ART OF WEALTH MANAGEMENT 401K PLAN? ▼
How does ART OF WEALTH MANAGEMENT 401K PLAN compare to other plans? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 831904177.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.