2023 Form 5500 filing — Rony E. Vardi, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926132843NAL0001258912001) for Rony E. Vardi, Inc. 401(K) Profit Sharing Plan, reported by Catbird Nyc LLC under EIN 20-5172055 and plan number 002. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926132843NAL0001258912001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Catbird Nyc LLC
- EIN
- 20-5172055
- Plan number
- 002
- Location
- Brooklyn, NY
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $64,044
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $64,044
- Total income / additions
- $141,473
- Benefits paid
- $2,567,663
- Administrative expenses
- $9,089
- Total expenses
- $2,576,752
- Net increase / (decrease)
- -$2,435,279
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merril Lynch | INVESTMENT ADVISORY | $10,515 | not reported in the loaded dataset |