How many benefit plans does Fross Zelnick Lehrman & Zissu, P.C. report on Form 5500?

Fross Zelnick Lehrman & Zissu, P.C. (EIN 13-3106281) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Fross Zelnick Lehrman & Zissu, P.C.?

The Employer Identification Number (EIN) reported for Fross Zelnick Lehrman & Zissu, P.C. is 13-3106281.

What is the latest Form 5500 filing year for Fross Zelnick Lehrman & Zissu, P.C.?

The latest loaded Form 5500 filing year for Fross Zelnick Lehrman & Zissu, P.C. is 2023.

Fross Zelnick Lehrman & Zissu, P.C. — 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, Fross Zelnick Lehrman & Zissu, P.C. (EIN 13-3106281) is a plan sponsor located in New York, 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: 13-3106281
Location: New York, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $49,196,218
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $49,196,218

Contributions & income

Employer contributions: $701,257
Participant contributions: $1,695,858
Total income / additions: $10,472,930

Expenses & distributions

Benefits paid / distributions: $699,902
Total expenses: $847,777
Net increase / (decrease): $9,625,153

Coverage

Total reported participants: 391
Plans with financial statements: 1
Plans with provider compensation: 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.

Largest loaded plans by reported assets

Fross Zelnick Lehrman & Zissu, P.C. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Fross Zelnick Lehrman & Zissu, P.C. 401k & Profit Sharing Plan	002	266	$49,196,218	2023
Fross Zelnick Lehrman And Zissu, P.C. Welfare Plan	503	125	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Fross Zelnick Lehrman & Zissu, P.C.
Year	Plan	Participants	Schedules	Filing
2023	Fross Zelnick Lehrman And Zissu, P.C. Welfare Plan	125	—	20240916095905NAL0002550416001
2023	Fross Zelnick Lehrman & Zissu, P.C. 401k & Profit Sharing Plan	266	H, C	20241014151758NAL0046549200001