Stroock & Stroock & Lavan Llp Staff Employees' Savings And Investment Plan And Trust Ii — 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 Staff Employees' Savings And Investment Plan And Trust Ii is a benefit plan reported by Stroock & Stroock & Lavan Llp under EIN 13-5539787 and plan number 050. The latest loaded filing year is 2023. The filing reports 161 participants and $10,450,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Stroock & Stroock & Lavan Llp
- EIN
- 13-5539787
- Plan number
- 050
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 161
- End-of-year plan assets
- $10,450,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 161 | H, C | 20241015082544NAL0047026800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,450,017
- Total liabilities (EOY)
- $5,060
- Net assets (EOY)
- $10,444,957
- Net assets (BOY)
- $22,631,863
Income & contributions
- Employer contributions
- $6,223
- Participant contributions
- $676,201
- Total contributions
- $682,424
- Total income / additions
- $3,557,207
Expenses & distributions
- Benefits paid
- $15,471,990
- Administrative expenses
- $0
- Total expenses
- $15,744,113
- Net increase / (decrease)
- -$12,186,906
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Matrix Trust Company | NONE | $0 | $0 | 2023 |