Cole Schotz P. C. Profit-Sharing And 401(K) Plan — Form 5500 plan (Cole Schotz P.C.)
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, Cole Schotz P. C. Profit-Sharing And 401(K) Plan is a benefit plan reported by Cole Schotz P.C. under EIN 22-2113414 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $121,380,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cole Schotz P.C.
- EIN
- 22-2113414
- Plan number
- 001
- Plan type
- 2
- Location
- Hackensack, NJ
- Latest filing year
- 2023
- Participants
- 286
- End-of-year plan assets
- $121,380,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241014084905NAL0014662259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $121,380,021
- Total liabilities (EOY)
- $71,697
- Net assets (EOY)
- $121,308,324
- Net assets (BOY)
- $106,726,683
Income & contributions
- Employer contributions
- $4,171,654
- Participant contributions
- $4,059,446
- Total contributions
- $8,256,454
- Total income / additions
- $23,106,707
Expenses & distributions
- Benefits paid
- $8,328,323
- Administrative expenses
- $192,578
- Total expenses
- $8,525,066
- Net increase / (decrease)
- $14,581,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $66,418 | not reported in the loaded dataset | 2023 |
| Citrin Cooperman & Company Llp | AUDITOR | $23,625 | not reported in the loaded dataset | 2023 |
| National Professional | CONTRACT ADMIN | $21,143 | not reported in the loaded dataset | 2023 |
| Capital Group Retirement Plan Servi | RECORDKEEPER | $10,819 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cole Schotz P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hackensack, NJ
- Morgan Stanley — Schedule C compensation
- Citrin Cooperman & Company Llp — Schedule C compensation
- National Professional — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation