2023 Form 5500 filing — Fross Zelnick Lehrman & Zissu, P.C. 401k & 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 20241014151758NAL0046549200001) for Fross Zelnick Lehrman & Zissu, P.C. 401k & Profit Sharing Plan, reported by Fross Zelnick Lehrman & Zissu, P.C. under EIN 13-3106281 and plan number 002. It reports 266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014151758NAL0046549200001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fross Zelnick Lehrman & Zissu, P.C.
- EIN
- 13-3106281
- Plan number
- 002
- Location
- New York, NY
- Participants
- 266
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $49,196,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,196,218
- Employer contributions
- $701,257
- Participant contributions
- $1,695,858
- Total income / additions
- $10,472,930
- Benefits paid
- $699,902
- Administrative expenses
- $147,875
- Total expenses
- $847,777
- Net increase / (decrease)
- $9,625,153
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $83,760 | not reported in the loaded dataset |
| Cbiz | OTHER | $44,125 | not reported in the loaded dataset |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $32,630 | $0 |
| Groom Law Group Chartered | ATTORNEY | $24,973 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,052 | not reported in the loaded dataset |