David Zwirner Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (David Zwirner Inc)
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, David Zwirner Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by David Zwirner Inc under EIN 13-3686839 and plan number 002. The latest loaded filing year is 2023. The filing reports 358 participants and $28,871,224 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David Zwirner Inc
- EIN
- 13-3686839
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 358
- End-of-year plan assets
- $28,871,224
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 358 | H, C | 20241011141146NAL0011004195001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,871,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,871,224
- Net assets (BOY)
- $21,187,164
Income & contributions
- Employer contributions
- $2,394,589
- Participant contributions
- $1,790,435
- Total contributions
- $4,302,126
- Total income / additions
- $8,487,008
Expenses & distributions
- Benefits paid
- $670,153
- Administrative expenses
- $132,795
- Total expenses
- $802,948
- Net increase / (decrease)
- $7,684,060
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rmr Wealth Builders, Inc. | ADVISOR | $79,980 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $43,790 | not reported in the loaded dataset | 2023 |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,075 | not reported in the loaded dataset | 2023 |