2023 Form 5500 filing — Ladas & Parry Llp 401(K) Savings Plan
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 20241015094406NAL0047240800001) for Ladas & Parry Llp 401(K) Savings Plan, reported by Ladas & Parry under EIN 13-0945670 and plan number 002. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$31.2MReported net assets$31,212,388
Participants171
Provider compensation$26.6K2 Schedule C row(s)$26,586
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015094406NAL0047240800001
- Plan sponsor
- Ladas & Parry
- EIN
- 13-0945670
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
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)$31.2M total assets
Net assets$31.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $31,212,388
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,212,388
- Employer contributions
- $14,557
- Participant contributions
- $737,920
- Total income / additions
- $5,091,717
- Benefits paid
- $185,226
- Administrative expenses
- $5,208
- Total expenses
- $208,656
- Net increase / (decrease)
- $4,883,061
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley & Co Inc | BROKER/ADVISER | $0 | $21,378 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $5,208 | $0 |