Who sponsors the Schulte Roth & Zabel Llp Partners' Cash Balance Plan?

Schulte Roth & Zabel Llp Partners' Cash Balance Plan is reported as sponsored by Schulte Roth & Zabel Llp (EIN 13-2633996, plan number 031) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Schulte Roth & Zabel Llp Partners' Cash Balance Plan?

The latest Form 5500 filing year loaded for Schulte Roth & Zabel Llp Partners' Cash Balance Plan is 2023.

How many participants does Schulte Roth & Zabel Llp Partners' Cash Balance Plan report?

Schulte Roth & Zabel Llp Partners' Cash Balance Plan reports 92 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Schulte Roth & Zabel Llp Partners' Cash Balance Plan?

Schulte Roth & Zabel Llp Partners' Cash Balance Plan reports $37,465,726 in end-of-year plan assets in its latest loaded Form 5500 filing.

Schulte Roth & Zabel Llp Partners' Cash Balance 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 Partners' Cash Balance Plan is a benefit plan reported by Schulte Roth & Zabel Llp under EIN 13-2633996 and plan number 031. The latest loaded filing year is 2023. The filing reports 92 participants and $37,465,726 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$37.5MPlan net assets, end of year$37,465,726

Participants92Covered participants reported

Assets / participant$407.2KComputed: assets ÷ participants$407,236 (computed)

Provider compensationNone reported

Plan sponsor: Schulte Roth & Zabel Llp
EIN: 13-2633996
Plan number: 031
Plan type: 2
Location: New York, NY
Latest filing year: 2023

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
92 participants · 2Sch I
View filing →

Schedule I · 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)$37.5M total assets

Net assets$37.5MLiabilities—

Money in vs. money out

Total income / additions$7.4M

Total expenses$4.1M

Benefits paid / distributions$4M

Contributions

Employer$3.9M

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $37,465,726
Net assets (EOY): $37,465,726
Net assets (BOY): $34,172,953

Income & contributions

Employer contributions: $3,893,253
Total income / additions: $7,383,547

Expenses & distributions

Benefits paid: $3,998,859
Total expenses: $4,090,774
Net increase / (decrease): $3,292,773

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.

Total expenses ÷ net assets11%Computed ratio

Benefits paid ÷ total income54%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.