Savings Plan For Employees Of Steinway Musical Instruments, Inc. And Subsidiaries — Form 5500 plan (Steinway Musical Instruments, Inc.)
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, Savings Plan For Employees Of Steinway Musical Instruments, Inc. And Subsidiaries is a benefit plan reported by Steinway Musical Instruments, Inc. under EIN 35-1910745 and plan number 001. The latest loaded filing year is 2023. The filing reports 295 participants and $42,469,863 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Steinway Musical Instruments, Inc.
- EIN
- 35-1910745
- Plan number
- 001
- Plan type
- 2
- Location
- Astoria, NY
- Latest filing year
- 2023
- Participants
- 295
- End-of-year plan assets
- $42,469,863
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 295 | H, C | 20241010103552NAL0019925057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,469,863
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,469,863
- Net assets (BOY)
- $36,097,899
Income & contributions
- Employer contributions
- $1,248,165
- Participant contributions
- $1,689,390
- Total contributions
- $3,015,004
- Total income / additions
- $9,545,896
Expenses & distributions
- Benefits paid
- $3,070,393
- Administrative expenses
- $103,539
- Total expenses
- $3,173,932
- Net increase / (decrease)
- $6,371,964
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepard, Kaplan, Krochuck, LLC | N/A | $40,027 | not reported in the loaded dataset | 2023 |
| Sentinel Benefits Group, Inc. | N/A | $38,479 | not reported in the loaded dataset | 2023 |
| Mazars Usa Llp | N/A | $13,167 | not reported in the loaded dataset | 2023 |
| Fidelity Investments | N/A | $6,403 | not reported in the loaded dataset | 2023 |
| Reliance Trust | N/A | $5,463 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Steinway Musical Instruments, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Astoria, NY
- Shepard, Kaplan, Krochuck, LLC — Schedule C compensation
- Sentinel Benefits Group, Inc. — Schedule C compensation
- Mazars Usa Llp — Schedule C compensation
- Fidelity Investments — Schedule C compensation
- Reliance Trust — Schedule C compensation