2023 Form 5500 filing — Stroock & Stroock & Lavan Llp Cash Balance Group Trust Fund

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 20241015080705NAL0048444704001) for Stroock & Stroock & Lavan Llp Cash Balance Group Trust Fund, reported by Stroock & Stroock & Lavan Llp under EIN 27-0514546 and plan number 001. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015080705NAL0048444704001
Filing year
2023
Form type
4
Plan sponsor
Stroock & Stroock & Lavan Llp
EIN
27-0514546
Plan number
001
Location
New York, NY
Participants
not reported in the loaded dataset
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$3,471,198
Total liabilities (EOY)
$0
Net assets (EOY)
$3,471,198
Total income / additions
$675,588
Benefits paid
$0
Administrative expenses
$11,972
Total expenses
$11,972
Net increase / (decrease)
$663,616
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Morgan Stanley Bank N.A.NONE$11,972$0

Related Form 5500 pages