Labaton Sucharow Llp 401(K) Savings & Profit Sharing Plan — Form 5500 plan (Labaton Sucharow Llp)
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, Labaton Sucharow Llp 401(K) Savings & Profit Sharing Plan is a benefit plan reported by Labaton Sucharow Llp under EIN 13-1987846 and plan number 001. The latest loaded filing year is 2023. The filing reports 205 participants and $46,822,332 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Labaton Sucharow Llp
- EIN
- 13-1987846
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $46,822,332
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20241011074127NAL0021487425001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,822,332
- Total liabilities (EOY)
- $44
- Net assets (EOY)
- $46,822,288
- Net assets (BOY)
- $38,268,131
Income & contributions
- Employer contributions
- $1,152,328
- Participant contributions
- $1,967,695
- Total contributions
- $3,300,825
- Total income / additions
- $10,584,719
Expenses & distributions
- Benefits paid
- $2,015,144
- Administrative expenses
- $15,418
- Total expenses
- $2,030,562
- Net increase / (decrease)
- $8,554,157
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners | CONSULTANT | $1,950,014,625 | not reported in the loaded dataset | 2023 |
| Berdon Llp | ACCOUNTANT/AUDITOR | $19,250 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,349 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$33,681 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Labaton Sucharow Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Global Retirement Partners — Schedule C compensation
- Berdon Llp — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation