2023 Form 5500 filing — Cole Schotz P. C. Profit-Sharing And 401(K) 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 20241014084905NAL0014662259001) for Cole Schotz P. C. Profit-Sharing And 401(K) Plan, reported by Cole Schotz P.C. under EIN 22-2113414 and plan number 001. It reports 286 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014084905NAL0014662259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cole Schotz P.C.
- EIN
- 22-2113414
- Plan number
- 001
- Location
- Hackensack, NJ
- Participants
- 286
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $121,380,021
- Total liabilities (EOY)
- $71,697
- Net assets (EOY)
- $121,308,324
- Employer contributions
- $4,171,654
- Participant contributions
- $4,059,446
- Total income / additions
- $23,106,707
- Benefits paid
- $8,328,323
- Administrative expenses
- $192,578
- Total expenses
- $8,525,066
- Net increase / (decrease)
- $14,581,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $66,418 | not reported in the loaded dataset |
| Citrin Cooperman & Company Llp | AUDITOR | $23,625 | not reported in the loaded dataset |
| National Professional | CONTRACT ADMIN | $21,143 | not reported in the loaded dataset |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $10,819 | $0 |