Fross Zelnick Lehrman & Zissu, P.C. 401k & Profit Sharing Plan — Form 5500 plan (Fross Zelnick Lehrman & Zissu, P.C.)
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, Fross Zelnick Lehrman & Zissu, P.C. 401k & Profit Sharing Plan is a benefit plan reported by Fross Zelnick Lehrman & Zissu, P.C. under EIN 13-3106281 and plan number 002. The latest loaded filing year is 2023. The filing reports 266 participants and $49,196,218 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fross Zelnick Lehrman & Zissu, P.C.
- EIN
- 13-3106281
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 266
- End-of-year plan assets
- $49,196,218
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 266 | H, C | 20241014151758NAL0046549200001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,196,218
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,196,218
- Net assets (BOY)
- $39,571,065
Income & contributions
- Employer contributions
- $701,257
- Participant contributions
- $1,695,858
- Total contributions
- $2,541,568
- Total income / additions
- $10,472,930
Expenses & distributions
- Benefits paid
- $699,902
- Administrative expenses
- $147,875
- Total expenses
- $847,777
- Net increase / (decrease)
- $9,625,153
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Partners LLC Dba Captr | INVESTMENT ADVISOR | $83,760 | not reported in the loaded dataset | 2023 |
| Cbiz | OTHER | $44,125 | not reported in the loaded dataset | 2023 |
| Empower Life & Annuity Insurance Co | RECORDKEEPER | $32,630 | $0 | 2023 |
| Groom Law Group Chartered | ATTORNEY | $24,973 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,052 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fross Zelnick Lehrman & Zissu, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Capfinancial Partners LLC Dba Captr — Schedule C compensation
- Cbiz — Schedule C compensation
- Empower Life & Annuity Insurance Co — Schedule C compensation
- Groom Law Group Chartered — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation