Schulte Roth & Zabel Llp Associates 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 Associates Savings Plan is a benefit plan reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 002. The latest loaded filing year is 2023. The filing reports 552 participants and $62,021,247 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Schulte Roth & Zabel Llp
- EIN
- 13-2633996
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 552
- End-of-year plan assets
- $62,021,247
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 552 | H, C | 20241007144727NAL0008972403001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $62,021,247
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $62,021,247
- Net assets (BOY)
- $53,275,057
Income & contributions
- Participant contributions
- $3,250,808
- Total contributions
- $3,754,037
- Total income / additions
- $14,101,104
Expenses & distributions
- Benefits paid
- $4,567,487
- Administrative expenses
- $8,837
- Total expenses
- $4,576,324
- Net increase / (decrease)
- $9,524,780
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CUSTODIAN | $8,837 | $0 | 2023 |
| Morningstar Investment Mgmt LLC | NONE | $0 | $0 | 2023 |