Schulte Roth & Zabel Llp Partners' Cash Balance Plan — Form 5500 plan (Schulte Roth & Zabel 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, Schulte Roth & Zabel Llp Partners' Cash Balance Plan is a benefit plan reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 031. The latest loaded filing year is 2023. The filing reports 92 participants and $37,465,726 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schulte Roth & Zabel Llp
- EIN
- 13-2633996
- Plan number
- 031
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 92 | I | 20240927111409NAL0003570320001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $37,465,726
- Net assets (EOY)
- $37,465,726
- Net assets (BOY)
- $34,172,953
Income & contributions
- Employer contributions
- $3,893,253
- Total income / additions
- $7,383,547
Expenses & distributions
- Benefits paid
- $3,998,859
- Total expenses
- $4,090,774
- Net increase / (decrease)
- $3,292,773
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.