Herrick, Feinstein Llp Savings And Profit Sharing Plan — Form 5500 plan (Herrick, Feinstein 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, Herrick, Feinstein Llp Savings And Profit Sharing Plan is a benefit plan reported by Herrick, Feinstein Llp under EIN 13-2991662 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $68,017,888 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herrick, Feinstein Llp
- EIN
- 13-2991662
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $68,017,888
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20241014141709NAL0027534881005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $68,017,888
- Net assets (EOY)
- $68,017,888
- Net assets (BOY)
- $55,718,351
Income & contributions
- Employer contributions
- $1,468,073
- Participant contributions
- $1,433,938
- Total contributions
- $3,041,525
- Total income / additions
- $13,304,455
Expenses & distributions
- Benefits paid
- $930,610
- Administrative expenses
- $74,308
- Total expenses
- $1,004,918
- Net increase / (decrease)
- $12,299,537
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eisner Amper Llp | NONE | $30,450 | not reported in the loaded dataset | 2023 |
| Flagstar Advisors | NONE | $27,447 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services,Inc | NONE | $16,411 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herrick, Feinstein Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Eisner Amper Llp — Schedule C compensation
- Flagstar Advisors — Schedule C compensation
- Schwab Retirement Plan Services,Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation