Stroock & Stroock & Lavan Llp Cash Balance Group Trust Fund — Form 5500 plan (Stroock & Stroock & Lavan 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, Stroock & Stroock & Lavan Llp Cash Balance Group Trust Fund is a benefit plan reported by Stroock & Stroock & Lavan Llp under EIN 27-0514546 and plan number 001. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $3,471,198 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Stroock & Stroock & Lavan Llp
EIN
27-0514546
Plan number
001
Plan type
4
Location
New York, NY
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$3,471,198

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241015080705NAL0048444704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,471,198
Total liabilities (EOY)
$0
Net assets (EOY)
$3,471,198
Net assets (BOY)
$15,940,632

Income & contributions

Total contributions
$0
Total income / additions
$675,588

Expenses & distributions

Benefits paid
$0
Administrative expenses
$11,972
Total expenses
$11,972
Net increase / (decrease)
$663,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley Bank N.A.NONE$11,972$02023

Related Form 5500 pages