2023 Form 5500 filing — Schulte Roth & Zabel Llp Associates Savings 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 20241007144727NAL0008972403001) for Schulte Roth & Zabel Llp Associates Savings Plan, reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 002. It reports 552 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144727NAL0008972403001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Schulte Roth & Zabel Llp
- EIN
- 13-2633996
- Plan number
- 002
- Location
- New York, NY
- Participants
- 552
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $62,021,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,021,247
- Participant contributions
- $3,250,808
- Total income / additions
- $14,101,104
- Benefits paid
- $4,567,487
- Administrative expenses
- $8,837
- Total expenses
- $4,576,324
- Net increase / (decrease)
- $9,524,780
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CUSTODIAN | $8,837 | $0 |
| Morningstar Investment Mgmt LLC | NONE | $0 | $0 |