2023 Form 5500 filing — David Zwirner Inc 401(K) Profit Sharing Plan & Trust
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 20241011141146NAL0011004195001) for David Zwirner Inc 401(K) Profit Sharing Plan & Trust, reported by David Zwirner Inc under EIN 13-3686839 and plan number 002. It reports 358 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011141146NAL0011004195001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David Zwirner Inc
- EIN
- 13-3686839
- Plan number
- 002
- Location
- New York, NY
- Participants
- 358
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,871,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,871,224
- Employer contributions
- $2,394,589
- Participant contributions
- $1,790,435
- Total income / additions
- $8,487,008
- Benefits paid
- $670,153
- Administrative expenses
- $132,795
- Total expenses
- $802,948
- Net increase / (decrease)
- $7,684,060
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rmr Wealth Builders, Inc. | ADVISOR | $79,980 | not reported in the loaded dataset |
| Paychex, Inc. | RECORDKEEPER | $43,790 | not reported in the loaded dataset |
| Erisa Fiduciary Services, Inc. | CONTRACT ADMINISTRATOR | $6,075 | not reported in the loaded dataset |