Plan5500

Sosin & Kriegel Llp — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Sosin & Kriegel Llp (EIN 05-0575657) is a plan sponsor located in Lake Success, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
05-0575657
Location
Lake Success, NY
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Sosin & Kriegel Llp

  • 1 loaded plans hold $824.3K in reported assets.
  • The largest, Sosin & Kriegel Llp 401(K) Profit Sharing Plan & Trust, holds 100% of this company's reported plan assets.
  • Plans cover 3 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$824.3KSummed across loaded plans$824,271
Total reported assets$824.3K$824,271
Total reported participants3
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$824.3K total assets
Net assets$824.3KLiabilities$0
Contributions & income
Employer contributions$21.7K
Participant contributions$83.6K
Total income / additions$180.5K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$123
Net increase / (decrease)$180.4K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Sosin & Kriegel Llp 401(K) Profit Sharing Plan & Trust
Participants per plan3Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Sosin & Kriegel Llp 401(K) Profit Sharing Plan & Trust$824.3K
    Plan #001 · 3 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Sosin & Kriegel Llp. Open one for its full reported snapshot.

  1. 2023
    Sosin & Kriegel Llp 401(K) Profit Sharing Plan & Trust3 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Sosin & Kriegel Llp report on Form 5500?
Sosin & Kriegel Llp (EIN 05-0575657) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Sosin & Kriegel Llp?
The Employer Identification Number (EIN) reported for Sosin & Kriegel Llp is 05-0575657.
What is the latest Form 5500 filing year for Sosin & Kriegel Llp?
The latest loaded Form 5500 filing year for Sosin & Kriegel Llp is 2023.

Related Form 5500 pages