Herrick, Feinstein Llp Savings Plan (New) — Form 5500 plan (Herrick, Feinstein 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, Herrick, Feinstein Llp Savings Plan (New) is a benefit plan reported by Herrick, Feinstein Llp under EIN 13-2991662 and plan number 004. The latest loaded filing year is 2023. The filing reports 214 participants and $30,308,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herrick, Feinstein Llp
- EIN
- 13-2991662
- Plan number
- 004
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $30,308,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20241014142007NAL0026392321001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,308,388
- Net assets (EOY)
- $30,308,388
- Net assets (BOY)
- $25,287,326
Income & contributions
- Participant contributions
- $1,911,972
- Total contributions
- $2,332,570
- Total income / additions
- $7,098,852
Expenses & distributions
- Benefits paid
- $2,026,153
- Administrative expenses
- $51,637
- Total expenses
- $2,077,790
- Net increase / (decrease)
- $5,021,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Eisneramper Llp | NONE | $30,450 | not reported in the loaded dataset | 2023 |
| Flagstar Advisors | NONE | $12,560 | not reported in the loaded dataset | 2023 |
| Schwab Retirement Plan Services Inc | NONE | $8,627 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Herrick, Feinstein Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Eisneramper Llp — Schedule C compensation
- Flagstar Advisors — Schedule C compensation
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation