Cipriani Usa, Inc. — Form 5500 plan (Cipriani Usa 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, Cipriani Usa, Inc. is a benefit plan reported by Cipriani Usa Inc under EIN 13-4003902 and plan number 001. The latest loaded filing year is 2023. The filing reports 489 participants and $2,566,104 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.6MPlan net assets, end of year$2,566,104
Participants489Covered participants reported
Assets / participant$5.2KComputed: assets ÷ participants$5,248 (computed)
Provider compensation$10.8K3 Schedule C provider row(s)$10,819
- Plan sponsor
- Cipriani Usa Inc
- EIN
- 13-4003902
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 489 | H, C | 20241015222830NAL0031048353001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.6M total assets
Net assets$2.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $2,566,104
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,566,104
- Net assets (BOY)
- $1,729,844
Income & contributions
- Participant contributions
- $613,524
- Total contributions
- $613,524
- Total income / additions
- $971,102
Expenses & distributions
- Benefits paid
- $121,058
- Administrative expenses
- $9,867
- Total expenses
- $134,842
- Net increase / (decrease)
- $836,260
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets5%Computed ratio
Benefits paid ÷ total income12%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $8,683 | $952 | 2023 |
| Adp, Inc. | RECORD KEEPER | $1,184 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |