Plan5500

Rony E. Vardi, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Catbird Nyc LLC)

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, Rony E. Vardi, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Catbird Nyc LLC under EIN 20-5172055 and plan number 002. The latest loaded filing year is 2023. The filing reports 130 participants and $64,044 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Catbird Nyc LLC
EIN
20-5172055
Plan number
002
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
Participants
130
End-of-year plan assets
$64,044

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023130H, C20240926132843NAL0001258912001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$64,044
Total liabilities (EOY)
$0
Net assets (EOY)
$64,044
Net assets (BOY)
$2,499,323

Income & contributions

Total contributions
$0
Total income / additions
$141,473

Expenses & distributions

Benefits paid
$2,567,663
Administrative expenses
$9,089
Total expenses
$2,576,752
Net increase / (decrease)
-$2,435,279

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Merril LynchINVESTMENT ADVISORY$10,515not reported in the loaded dataset2023

Related Form 5500 pages