2023 Form 5500 filing — Stroock & Stroock & Lavan Llp Staff Employees' Savings And Investment Plan And Trust Ii
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 20241015082544NAL0047026800001) for Stroock & Stroock & Lavan Llp Staff Employees' Savings And Investment Plan And Trust Ii, reported by Stroock & Stroock & Lavan Llp under EIN 13-5539787 and plan number 050. It reports 161 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082544NAL0047026800001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stroock & Stroock & Lavan Llp
- EIN
- 13-5539787
- Plan number
- 050
- Location
- New York, NY
- Participants
- 161
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,450,017
- Total liabilities (EOY)
- $5,060
- Net assets (EOY)
- $10,444,957
- Employer contributions
- $6,223
- Participant contributions
- $676,201
- Total income / additions
- $3,557,207
- Benefits paid
- $15,471,990
- Administrative expenses
- $0
- Total expenses
- $15,744,113
- Net increase / (decrease)
- -$12,186,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Matrix Trust Company | NONE | $0 | $0 |