2023 Form 5500 filing — Schulte Roth & Zabel Llp Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007145005NAL0008976739001) for Schulte Roth & Zabel Llp Savings Plan, reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 001. It reports 359 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$156.5MReported net assets$156,485,911
Participants359
Provider compensation$10.5K2 Schedule C row(s)$10,454
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241007145005NAL0008976739001
- Plan sponsor
- Schulte Roth & Zabel Llp
- EIN
- 13-2633996
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$156.5M total assets
Net assets$156.5MLiabilities$0
Full reported line items
- Total assets (EOY)
- $156,485,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,485,911
- Employer contributions
- $3,068,435
- Participant contributions
- $2,301,187
- Total income / additions
- $28,834,609
- Benefits paid
- $9,263,989
- Administrative expenses
- $10,754
- Total expenses
- $9,274,743
- Net increase / (decrease)
- $19,559,866
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CUSTODIAN | $10,454 | $0 |
| Morningstar Investment Management | NONE | $0 | $0 |