Who sponsors the Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3?

Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 is reported as sponsored by Citrin Cooperman & Company Llp (EIN 22-2428965, plan number 004) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3?

The latest Form 5500 filing year loaded for Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 is 2023.

How many participants does Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 report?

Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 reports 570 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3?

Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 reports $7,590,330 in end-of-year plan assets in its latest loaded Form 5500 filing.

Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 — Form 5500 plan (Citrin Cooperman & Company 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, Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 is a benefit plan reported by Citrin Cooperman & Company Llp under EIN 22-2428965 and plan number 004. The latest loaded filing year is 2023. The filing reports 570 participants and $7,590,330 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.6MPlan net assets, end of year$7,590,330

Participants570Covered participants reported

Assets / participant$13.3KComputed: assets ÷ participants$13,316 (computed)

Provider compensationNone reported

Plan sponsor: Citrin Cooperman & Company Llp
EIN: 22-2428965
Plan number: 004
Plan type: 2
Location: New York, NY
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

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

2023
570 participants · 2Sch H
View filing →

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)$7.6M total assets

Net assets$7.6MLiabilities—

Money in vs. money out

Total income / additions$3.1M

Total expenses$271K

Benefits paid / distributions$271K

Contributions

Employer$1.2M

ParticipantNot reported

Full reported line items

Net assets

Total assets (EOY): $7,590,330
Net assets (EOY): $7,590,330
Net assets (BOY): $4,768,097

Income & contributions

Employer contributions: $1,190,127
Total contributions: $2,271,646
Total income / additions: $3,093,231

Expenses & distributions

Benefits paid: $270,998
Total expenses: $270,998
Net increase / (decrease): $2,822,233

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 assets4%Computed ratio

Benefits paid ÷ total income9%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.

What to inspect next

Frequently asked questions

Who sponsors the Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3?: Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 is reported as sponsored by Citrin Cooperman & Company Llp (EIN 22-2428965, plan number 004) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3?: The latest Form 5500 filing year loaded for Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 is 2023.
How many participants does Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 report?: Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 reports 570 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3?: Citrin Cooperman & Company Llp Profit Sharing Plan - Plan No. 3 reports $7,590,330 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.