2023 Form 5500 filing — Related Partners, Inc. Retirement 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 20241014091259NAL0026882625001) for Related Partners, Inc. Retirement Savings Plan, reported by Related Partners, Inc. under EIN 13-3680053 and plan number 333. It reports 6,398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014091259NAL0026882625001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Related Partners, Inc.
- EIN
- 13-3680053
- Plan number
- 333
- Location
- New York, NY
- Participants
- 6,398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $349,425,456
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $349,425,456
- Employer contributions
- $5,008,879
- Participant contributions
- $28,656,227
- Total income / additions
- $92,445,553
- Benefits paid
- $23,489,855
- Administrative expenses
- $183,376
- Total expenses
- $23,682,155
- Net increase / (decrease)
- $68,763,398
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $156,901 | $0 |
| Marcum Llp | ACCOUNTANT | $26,500 | not reported in the loaded dataset |