2023 Form 5500 filing — Zetlin & De Chiara Llp 401(K) 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 20241008095014NAL0009518963001) for Zetlin & De Chiara Llp 401(K) Savings Plan, reported by Zetlin & De Chiara Llp under EIN 13-3698742 and plan number 001. It reports 56 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$11.9MReported net assets$11,941,324
Participants56
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241008095014NAL0009518963001
Plan sponsor
Zetlin & De Chiara Llp
EIN
13-3698742
Plan number
001
Location
New York, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$11.9M total assets
Net assets$11.9MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$206K
Benefits paid / distributions$161K
Contributions
Employer$0
Participant$404K
Full reported line items
Total assets (EOY)
$11,941,324
Total liabilities (EOY)
$0
Net assets (EOY)
$11,941,324
Employer contributions
$0
Participant contributions
$404,036
Total income / additions
$2,178,504
Benefits paid
$160,985
Administrative expenses
$16,395
Total expenses
$205,971
Net increase / (decrease)
$1,972,533

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008095014NAL0009518963001 cover?
It is the 2023 Form 5500 filing for Zetlin & De Chiara Llp 401(K) Savings Plan, reported by Zetlin & De Chiara Llp (EIN 13-3698742).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages