2023 Form 5500 filing — Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 1

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 20241011151354NAL0011094947003) for Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 1, reported by Citrin Cooperman & Company Llp under EIN 22-2428965 and plan number 002. It reports 788 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$7.6MReported net assets$7,561,459
Participants788
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241011151354NAL0011094947003
Plan sponsor
Citrin Cooperman & Company Llp
EIN
22-2428965
Plan number
002
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$7.6M total assets
Net assets$7.6MLiabilities
Money in vs. money out
Total income / additions$2.3M
Total expenses$159.2K
Benefits paid / distributions$159.2K
Contributions
Employer$1.2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$7,561,459
Net assets (EOY)
$7,561,459
Employer contributions
$1,180,298
Total income / additions
$2,289,570
Benefits paid
$159,239
Total expenses
$159,239
Net increase / (decrease)
$2,130,331

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011151354NAL0011094947003 cover?
It is the 2023 Form 5500 filing for Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 1, reported by Citrin Cooperman & Company Llp (EIN 22-2428965).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages