2023 Form 5500 filing — Schulte Roth & Zabel Llp Partners' Cash Balance 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 20240927111409NAL0003570320001) for Schulte Roth & Zabel Llp Partners' Cash Balance Plan, reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 031. It reports 92 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$37.5MReported net assets$37,465,726
Participants92
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240927111409NAL0003570320001
- Plan sponsor
- Schulte Roth & Zabel Llp
- EIN
- 13-2633996
- Plan number
- 031
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$37.5M total assets
Net assets$37.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $37,465,726
- Net assets (EOY)
- $37,465,726
- Employer contributions
- $3,893,253
- Total income / additions
- $7,383,547
- Benefits paid
- $3,998,859
- Total expenses
- $4,090,774
- Net increase / (decrease)
- $3,292,773