2023 Form 5500 filing — Labaton Sucharow Llp 401(K) Savings & 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 20241011074127NAL0021487425001) for Labaton Sucharow Llp 401(K) Savings & Profit Sharing Plan, reported by Labaton Sucharow Llp under EIN 13-1987846 and plan number 001. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011074127NAL0021487425001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Labaton Sucharow Llp
- EIN
- 13-1987846
- Plan number
- 001
- Location
- New York, NY
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,822,332
- Total liabilities (EOY)
- $44
- Net assets (EOY)
- $46,822,288
- Employer contributions
- $1,152,328
- Participant contributions
- $1,967,695
- Total income / additions
- $10,584,719
- Benefits paid
- $2,015,144
- Administrative expenses
- $15,418
- Total expenses
- $2,030,562
- Net increase / (decrease)
- $8,554,157
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners | CONSULTANT | $1,950,014,625 | not reported in the loaded dataset |
| Berdon Llp | ACCOUNTANT/AUDITOR | $19,250 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $10,349 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$33,681 | $0 |