Schulte Roth & Zabel Llp Thrift 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 Thrift Plan is a benefit plan reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 030. The latest loaded filing year is 2023. The filing reports 304 participants and $129,314,251 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
- 030
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
Each loaded annual filing for this plan. Open one for its full reported snapshot.
- 2023Sch HSch CView filing →
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $129,314,251
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,314,251
- Net assets (BOY)
- $106,962,129
Income & contributions
- Employer contributions
- $2,733,752
- Participant contributions
- $4,017,131
- Total contributions
- $9,260,759
- Total income / additions
- $26,765,355
Expenses & distributions
- Benefits paid
- $4,597,981
- Administrative expenses
- $8,429
- Total expenses
- $4,606,410
- Net increase / (decrease)
- $22,158,945
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation
Reported direct + indirect compensation per provider, ranked. Bars show relative scale.
- 1
- 2