2023 Form 5500 filing — Herrick, Feinstein Llp Savings Plan (New)
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 20241014142007NAL0026392321001) for Herrick, Feinstein Llp Savings Plan (New), reported by Herrick, Feinstein Llp under EIN 13-2991662 and plan number 004. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142007NAL0026392321001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Herrick, Feinstein Llp
- EIN
- 13-2991662
- Plan number
- 004
- Location
- New York, NY
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,308,388
- Net assets (EOY)
- $30,308,388
- Participant contributions
- $1,911,972
- Total income / additions
- $7,098,852
- Benefits paid
- $2,026,153
- Administrative expenses
- $51,637
- Total expenses
- $2,077,790
- Net increase / (decrease)
- $5,021,062
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Eisneramper Llp | NONE | $30,450 | not reported in the loaded dataset |
| Flagstar Advisors | NONE | $12,560 | not reported in the loaded dataset |
| Schwab Retirement Plan Services Inc | NONE | $8,627 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |