Schulte Roth & Zabel Llp Savings Plan — Form 5500 plan (Schulte Roth & Zabel Llp)
Plain-English plan 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, Schulte Roth & Zabel Llp Savings Plan is a benefit plan reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 001. The latest loaded filing year is 2023. The filing reports 359 participants and $156,485,911 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$156.5MPlan net assets, end of year$156,485,911
Participants359Covered participants reported
Assets / participant$435.9KComputed: assets ÷ participants$435,894 (computed)
Provider compensation$10.5K2 Schedule C provider row(s)$10,454
- Plan sponsor
- Schulte Roth & Zabel Llp
- EIN
- 13-2633996
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 359 | H, C | 20241007145005NAL0008976739001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$156.5M total assets
Net assets$156.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $156,485,911
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $156,485,911
- Net assets (BOY)
- $136,340,632
Income & contributions
- Employer contributions
- $3,068,435
- Participant contributions
- $2,301,187
- Total contributions
- $6,131,841
- Total income / additions
- $28,834,609
Expenses & distributions
- Benefits paid
- $9,263,989
- Administrative expenses
- $10,754
- Total expenses
- $9,274,743
- Net increase / (decrease)
- $19,559,866
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
57%43%
Employer 57%Participant 43%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CUSTODIAN | $10,454 | $0 | 2023 |
| Morningstar Investment Management | NONE | $0 | $0 | 2023 |