Plan5500

Stroock & Stroock & Lavan Llp Savings And Investment Plan And Trust For Associate Attorneys — Form 5500 plan (Stroock & Stroock & Lavan 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, Stroock & Stroock & Lavan Llp Savings And Investment Plan And Trust For Associate Attorneys is a benefit plan reported by Stroock & Stroock & Lavan Llp under EIN 13-5539787 and plan number 004. The latest loaded filing year is 2023. The filing reports 278 participants and $17,257,302 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17.2MPlan net assets, end of year$17,246,765
Participants278Covered participants reported
Assets / participant$62.1KComputed: assets ÷ participants$62,077 (computed)
Provider compensationNone reported1 Schedule C provider row(s)
Plan sponsor
Stroock & Stroock & Lavan Llp
EIN
13-5539787
Plan number
004
Plan type
2
Location
New York, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023278H, C20241015082116NAL0027819985001
Schedule H · 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)$17.3M total assets
Net assets$17.2MLiabilities$10.5K
Money in vs. money out
Total income / additions$5.7M
Total expenses$17.9M
Benefits paid / distributions$17.9M
Contributions
EmployerNot reported
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$17,257,302
Total liabilities (EOY)
$10,537
Net assets (EOY)
$17,246,765
Net assets (BOY)
$30,486,445

Income & contributions

Participant contributions
$1,163,493
Total contributions
$1,196,343
Total income / additions
$5,652,561

Expenses & distributions

Benefits paid
$17,899,969
Administrative expenses
$0
Total expenses
$17,899,969
Net increase / (decrease)
-$12,247,408
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 assets104%Computed ratio
Benefits paid ÷ total income317%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages