Ladas & Parry Llp 401(K) Savings Plan — Form 5500 plan (Ladas & Parry)
Plain-English plan 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, Ladas & Parry Llp 401(K) Savings Plan is a benefit plan reported by Ladas & Parry under EIN 13-0945670 and plan number 002. The latest loaded filing year is 2023. The filing reports 171 participants and $31,212,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ladas & Parry
- EIN
- 13-0945670
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $31,212,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241015094406NAL0047240800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,212,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,212,388
- Net assets (BOY)
- $26,329,327
Income & contributions
- Employer contributions
- $14,557
- Participant contributions
- $737,920
- Total contributions
- $752,477
- Total income / additions
- $5,091,717
Expenses & distributions
- Benefits paid
- $185,226
- Administrative expenses
- $5,208
- Total expenses
- $208,656
- Net increase / (decrease)
- $4,883,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley & Co Inc | BROKER/ADVISER | $0 | $21,378 | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,208 | $0 | 2023 |