401k Plan data: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN plan

SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 401k Plan overview

Plan Name	SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN
Plan identification number	031

SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covering Self-Employed individuals.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

SCHULTE ROTH & ZABEL LLP has sponsored the creation of one or more 401k plans.

Company Name: SCHULTE ROTH & ZABEL LLP

Employer identification number (EIN): 132633996

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Additional information about SCHULTE ROTH & ZABEL LLP

Jurisdiction of Incorporation: New York Department of State

Incorporation Date: 1996-08-23

Company Identification Number: 2060069

Legal Registered Office Address: ATTN MANAGING CLERK
919 THIRD AVENUE
NEW YORK
United States of America (USA)
10022

More information about SCHULTE ROTH & ZABEL LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
031 2022-01-01
031 2021-01-01
031 2020-01-01
031 2019-01-01
031 2018-01-01
031 2017-01-01 DAVID COHEN
031 2016-01-01 DAVID COHEN
031 2015-01-01 DAVID COHEN
031 2015-01-01 DAVID COHEN
031 2014-01-01 DAVID COHEN
031 2013-01-01 DAVID COHEN
031 2012-01-01 DAVID COHEN
031 2011-01-01 DAVID COHEN
031 2010-01-01 DAVID COHEN
031 2009-01-01 DAVID COHEN

Plan Statistics for SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN

401k plan membership statisitcs for SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN

Measure Date Value
2022: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2022 401k membership
Market value of plan assets 2022-12-31 30,098,631
Acturial value of plan assets 2022-12-31 30,098,631
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 1
Fundng target for terminated vested participants 2022-12-31 43,228
Active participant vested funding target 2022-12-31 25,233,805
Number of active participants 2022-12-31 84
Total funding liabilities for active participants 2022-12-31 25,233,805
Total participant count 2022-12-31 85
Total funding target for all participants 2022-12-31 25,277,033
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 1,418,928
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 1,418,928
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 4,074,319
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 3,961,614
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 4,681,145
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 3,961,614
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 84
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2021 401k membership
Market value of plan assets 2021-12-31 30,562,583
Acturial value of plan assets 2021-12-31 30,562,583
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 7
Fundng target for terminated vested participants 2021-12-31 1,572,142
Active participant vested funding target 2021-12-31 18,608,066
Number of active participants 2021-12-31 73
Total funding liabilities for active participants 2021-12-31 18,608,066
Total participant count 2021-12-31 80
Total funding target for all participants 2021-12-31 20,180,208
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 2,587,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 2,587,584
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 1,456,562
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 1,418,928
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 2,310,621
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,418,928
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 73
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 7
Total of all active and inactive participants 2021-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2020 401k membership
Market value of plan assets 2020-12-31 32,886,275
Acturial value of plan assets 2020-12-31 32,886,275
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 6
Fundng target for terminated vested participants 2020-12-31 2,666,791
Active participant vested funding target 2020-12-31 19,551,424
Number of active participants 2020-12-31 76
Total funding liabilities for active participants 2020-12-31 19,551,424
Total participant count 2020-12-31 82
Total funding target for all participants 2020-12-31 22,218,215
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 2,799,428
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 2,799,428
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 2,658,076
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 2,587,584
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 3,119,341
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 2,587,584
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 76
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 6
Total of all active and inactive participants 2020-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2019 401k membership
Market value of plan assets 2019-12-31 43,004,485
Acturial value of plan assets 2019-12-31 43,004,485
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 1,852,880
Active participant vested funding target 2019-12-31 31,625,233
Number of active participants 2019-12-31 82
Total funding liabilities for active participants 2019-12-31 31,625,233
Total participant count 2019-12-31 86
Total funding target for all participants 2019-12-31 33,478,113
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 5,112,596
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 5,112,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 2,895,166
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 2,799,428
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 3,203,372
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 2,799,428
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 82
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 4
Total of all active and inactive participants 2019-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 86
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2018 401k membership
Market value of plan assets 2018-12-31 39,296,089
Acturial value of plan assets 2018-12-31 39,296,089
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 3
Fundng target for terminated vested participants 2018-12-31 686,767
Active participant vested funding target 2018-12-31 33,952,429
Number of active participants 2018-12-31 86
Total funding liabilities for active participants 2018-12-31 33,952,429
Total participant count 2018-12-31 89
Total funding target for all participants 2018-12-31 34,639,196
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 4,237,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 4,237,066
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 5,258,638
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 5,112,596
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 4,549,094
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 5,112,596
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 86
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 3
Total of all active and inactive participants 2018-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2017 401k membership
Market value of plan assets 2017-12-31 43,618,181
Acturial value of plan assets 2017-12-31 43,618,181
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 1,382,165
Active participant vested funding target 2017-12-31 37,074,715
Number of active participants 2017-12-31 87
Total funding liabilities for active participants 2017-12-31 37,074,715
Total participant count 2017-12-31 91
Total funding target for all participants 2017-12-31 38,456,880
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 5,125,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 5,125,189
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 4,392,329
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 4,237,066
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 3,807,623
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 4,237,066
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 87
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 3
Total of all active and inactive participants 2017-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2016 401k membership
Market value of plan assets 2016-12-31 36,536,506
Acturial value of plan assets 2016-12-31 36,536,506
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 781,791
Active participant vested funding target 2016-12-31 30,484,659
Number of active participants 2016-12-31 88
Total funding liabilities for active participants 2016-12-31 30,484,659
Total participant count 2016-12-31 92
Total funding target for all participants 2016-12-31 31,266,450
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 5,046,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 5,046,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 5,315,888
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 5,125,189
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 4,380,167
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 5,125,189
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 88
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 4
Total of all active and inactive participants 2016-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 90
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 2
Total of all active and inactive participants 2015-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 92
2014: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 85
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 85
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 86
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 88
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 89
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 86
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2022 401k membership
Market value of plan assets	2022-12-31	30,098,631
Acturial value of plan assets	2022-12-31	30,098,631
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	43,228
Active participant vested funding target	2022-12-31	25,233,805
Number of active participants	2022-12-31	84
Total funding liabilities for active participants	2022-12-31	25,233,805
Total participant count	2022-12-31	85
Total funding target for all participants	2022-12-31	25,277,033
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	1,418,928
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	1,418,928
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	4,074,319
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	3,961,614
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	4,681,145
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	3,961,614
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	84
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2021 401k membership
Market value of plan assets	2021-12-31	30,562,583
Acturial value of plan assets	2021-12-31	30,562,583
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	7
Fundng target for terminated vested participants	2021-12-31	1,572,142
Active participant vested funding target	2021-12-31	18,608,066
Number of active participants	2021-12-31	73
Total funding liabilities for active participants	2021-12-31	18,608,066
Total participant count	2021-12-31	80
Total funding target for all participants	2021-12-31	20,180,208
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	2,587,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	2,587,584
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	1,456,562
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	1,418,928
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	2,310,621
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,418,928
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	73
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	7
Total of all active and inactive participants	2021-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2020 401k membership
Market value of plan assets	2020-12-31	32,886,275
Acturial value of plan assets	2020-12-31	32,886,275
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	6
Fundng target for terminated vested participants	2020-12-31	2,666,791
Active participant vested funding target	2020-12-31	19,551,424
Number of active participants	2020-12-31	76
Total funding liabilities for active participants	2020-12-31	19,551,424
Total participant count	2020-12-31	82
Total funding target for all participants	2020-12-31	22,218,215
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	2,799,428
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	2,799,428
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	2,658,076
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	2,587,584
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	3,119,341
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	2,587,584
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	76
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	6
Total of all active and inactive participants	2020-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2019 401k membership
Market value of plan assets	2019-12-31	43,004,485
Acturial value of plan assets	2019-12-31	43,004,485
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	1,852,880
Active participant vested funding target	2019-12-31	31,625,233
Number of active participants	2019-12-31	82
Total funding liabilities for active participants	2019-12-31	31,625,233
Total participant count	2019-12-31	86
Total funding target for all participants	2019-12-31	33,478,113
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	5,112,596
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	5,112,596
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	2,895,166
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	2,799,428
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	3,203,372
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	2,799,428
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	82
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	4
Total of all active and inactive participants	2019-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	86
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2018 401k membership
Market value of plan assets	2018-12-31	39,296,089
Acturial value of plan assets	2018-12-31	39,296,089
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	3
Fundng target for terminated vested participants	2018-12-31	686,767
Active participant vested funding target	2018-12-31	33,952,429
Number of active participants	2018-12-31	86
Total funding liabilities for active participants	2018-12-31	33,952,429
Total participant count	2018-12-31	89
Total funding target for all participants	2018-12-31	34,639,196
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	4,237,066
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	4,237,066
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	5,258,638
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	5,112,596
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	4,549,094
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	5,112,596
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	86
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	3
Total of all active and inactive participants	2018-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2017 401k membership
Market value of plan assets	2017-12-31	43,618,181
Acturial value of plan assets	2017-12-31	43,618,181
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	1,382,165
Active participant vested funding target	2017-12-31	37,074,715
Number of active participants	2017-12-31	87
Total funding liabilities for active participants	2017-12-31	37,074,715
Total participant count	2017-12-31	91
Total funding target for all participants	2017-12-31	38,456,880
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	5,125,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	5,125,189
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	4,392,329
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	4,237,066
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	3,807,623
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	4,237,066
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	87
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	3
Total of all active and inactive participants	2017-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2016 401k membership
Market value of plan assets	2016-12-31	36,536,506
Acturial value of plan assets	2016-12-31	36,536,506
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	781,791
Active participant vested funding target	2016-12-31	30,484,659
Number of active participants	2016-12-31	88
Total funding liabilities for active participants	2016-12-31	30,484,659
Total participant count	2016-12-31	92
Total funding target for all participants	2016-12-31	31,266,450
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	5,046,179
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	5,046,179
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	5,315,888
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	5,125,189
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	4,380,167
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	5,125,189
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	88
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	4
Total of all active and inactive participants	2016-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	90
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	2
Total of all active and inactive participants	2015-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	92
2014: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	85
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	85
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	86
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	88
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	89
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	90
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	86
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN

Measure	Date	Value
2022 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$4,611,032
Expenses. Total of all expenses incurred	2022-12-31	$2,457,224
Benefits paid (including direct rollovers)	2022-12-31	$2,451,046
Total plan assets at end of year	2022-12-31	$34,172,953
Total plan assets at beginning of year	2022-12-31	$32,019,145
Value of fidelity bond covering the plan	2022-12-31	$50,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$6,178
Other income received	2022-12-31	$536,713
Net income (gross income less expenses)	2022-12-31	$2,153,808
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$34,172,953
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$32,019,145
Total contributions received or receivable from employer(s)	2022-12-31	$4,074,319
2021 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$5,006,753
Expenses. Total of all expenses incurred	2021-12-31	$8,531,959
Benefits paid (including direct rollovers)	2021-12-31	$8,531,959
Total plan assets at end of year	2021-12-31	$32,019,145
Total plan assets at beginning of year	2021-12-31	$35,544,351
Value of fidelity bond covering the plan	2021-12-31	$50,000,000
Other income received	2021-12-31	$3,550,191
Net income (gross income less expenses)	2021-12-31	$-3,525,206
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$32,019,145
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$35,544,351
Total contributions received or receivable from employer(s)	2021-12-31	$1,456,562
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$4,789,732
Expenses. Total of all expenses incurred	2020-12-31	$15,145,032
Benefits paid (including direct rollovers)	2020-12-31	$15,145,032
Total plan assets at end of year	2020-12-31	$35,544,351
Total plan assets at beginning of year	2020-12-31	$45,899,651
Value of fidelity bond covering the plan	2020-12-31	$50,000,000
Other income received	2020-12-31	$2,131,656
Net income (gross income less expenses)	2020-12-31	$-10,355,300
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$35,544,351
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$45,899,651
Total contributions received or receivable from employer(s)	2020-12-31	$2,658,076
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$8,519,701
Expenses. Total of all expenses incurred	2019-12-31	$7,174,777
Benefits paid (including direct rollovers)	2019-12-31	$7,174,777
Total plan assets at end of year	2019-12-31	$45,899,651
Total plan assets at beginning of year	2019-12-31	$44,554,727
Value of fidelity bond covering the plan	2019-12-31	$50,000,000
Other income received	2019-12-31	$5,624,535
Net income (gross income less expenses)	2019-12-31	$1,344,924
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$45,899,651
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$44,554,727
Total contributions received or receivable from employer(s)	2019-12-31	$2,895,166
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$3,401,954
Expenses. Total of all expenses incurred	2018-12-31	$6,857,737
Benefits paid (including direct rollovers)	2018-12-31	$6,857,737
Total plan assets at end of year	2018-12-31	$44,554,727
Total plan assets at beginning of year	2018-12-31	$48,010,510
Value of fidelity bond covering the plan	2018-12-31	$50,000,000
Other income received	2018-12-31	$-1,856,684
Net income (gross income less expenses)	2018-12-31	$-3,455,783
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$44,554,727
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$48,010,510
Total contributions received or receivable from employer(s)	2018-12-31	$5,258,638
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$7,653,161
Expenses. Total of all expenses incurred	2017-12-31	$1,498,759
Benefits paid (including direct rollovers)	2017-12-31	$1,495,071
Total plan assets at end of year	2017-12-31	$48,010,510
Total plan assets at beginning of year	2017-12-31	$41,856,108
Value of fidelity bond covering the plan	2017-12-31	$50,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$3,688
Other income received	2017-12-31	$3,260,832
Net income (gross income less expenses)	2017-12-31	$6,154,402
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$48,010,510
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$41,856,108
Total contributions received or receivable from employer(s)	2017-12-31	$4,392,329
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$5,477,642
Expenses. Total of all expenses incurred	2016-12-31	$6,482,686
Benefits paid (including direct rollovers)	2016-12-31	$6,482,686
Total plan assets at end of year	2016-12-31	$41,856,108
Total plan assets at beginning of year	2016-12-31	$42,861,152
Value of fidelity bond covering the plan	2016-12-31	$50,000,000
Other income received	2016-12-31	$161,754
Net income (gross income less expenses)	2016-12-31	$-1,005,044
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$41,856,108
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$42,861,152
Total contributions received or receivable from employer(s)	2016-12-31	$5,315,888
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$4,828,132
Expenses. Total of all expenses incurred	2015-12-31	$5,874,463
Benefits paid (including direct rollovers)	2015-12-31	$5,847,457
Total plan assets at end of year	2015-12-31	$42,861,152
Total plan assets at beginning of year	2015-12-31	$43,907,483
Value of fidelity bond covering the plan	2015-12-31	$50,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$27,006
Other income received	2015-12-31	$-404,865
Net income (gross income less expenses)	2015-12-31	$-1,046,331
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$42,861,152
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$43,907,483
Total contributions received or receivable from employer(s)	2015-12-31	$5,232,997
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$6,873,880
Expenses. Total of all expenses incurred	2014-12-31	$3,679,776
Benefits paid (including direct rollovers)	2014-12-31	$3,681,846
Total plan assets at end of year	2014-12-31	$43,907,483
Total plan assets at beginning of year	2014-12-31	$40,713,379
Value of fidelity bond covering the plan	2014-12-31	$50,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$-2,070
Other income received	2014-12-31	$2,109,567
Net income (gross income less expenses)	2014-12-31	$3,194,104
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$43,907,483
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$40,713,379
Total contributions received or receivable from employer(s)	2014-12-31	$4,764,313
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$7,948,456
Expenses. Total of all expenses incurred	2013-12-31	$4,843,065
Benefits paid (including direct rollovers)	2013-12-31	$4,819,194
Total plan assets at end of year	2013-12-31	$40,713,379
Total plan assets at beginning of year	2013-12-31	$37,607,988
Value of fidelity bond covering the plan	2013-12-31	$50,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$23,871
Other income received	2013-12-31	$4,391,990
Net income (gross income less expenses)	2013-12-31	$3,105,391
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$40,713,379
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$37,607,988
Total contributions received or receivable from employer(s)	2013-12-31	$3,556,466
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$7,009,913
Expenses. Total of all expenses incurred	2012-12-31	$1,353,338
Benefits paid (including direct rollovers)	2012-12-31	$1,353,338
Total plan assets at end of year	2012-12-31	$37,607,988
Total plan assets at beginning of year	2012-12-31	$31,951,413
Value of fidelity bond covering the plan	2012-12-31	$20,000,000
Other income received	2012-12-31	$1,998,342
Net income (gross income less expenses)	2012-12-31	$5,656,575
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$37,607,988
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$31,951,413
Total contributions received or receivable from employer(s)	2012-12-31	$5,011,571
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$3,969,475
Expenses. Total of all expenses incurred	2011-12-31	$1,456,780
Benefits paid (including direct rollovers)	2011-12-31	$1,456,780
Total plan assets at end of year	2011-12-31	$31,951,413
Total plan assets at beginning of year	2011-12-31	$29,438,718
Value of fidelity bond covering the plan	2011-12-31	$20,000,000
Other income received	2011-12-31	$-886,177
Net income (gross income less expenses)	2011-12-31	$2,512,695
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$31,951,413
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$29,438,718
Total contributions received or receivable from employer(s)	2011-12-31	$4,855,652
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$6,625,729
Expenses. Total of all expenses incurred	2010-12-31	$269,480
Benefits paid (including direct rollovers)	2010-12-31	$265,945
Total plan assets at end of year	2010-12-31	$29,438,718
Total plan assets at beginning of year	2010-12-31	$23,082,469
Value of fidelity bond covering the plan	2010-12-31	$20,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,535
Other income received	2010-12-31	$1,979,144
Net income (gross income less expenses)	2010-12-31	$6,356,249
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$29,438,718
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$23,082,469
Total contributions received or receivable from employer(s)	2010-12-31	$4,646,585
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN

2022: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SCHULTE ROTH & ZABEL LLP PARTNERS' CASH BALANCE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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SCHULTE ROTH & ZABEL LLP SUPPLEMENTAL RETIREMENT PLAN [EIN = 367527494]

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Company Name:	SCHULTE ROTH & ZABEL LLP
Employer identification number (EIN):	132633996
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers

Jurisdiction of Incorporation:	New York Department of State
Incorporation Date:	1996-08-23
Company Identification Number:	2060069
Legal Registered Office Address:	ATTN MANAGING CLERK 919 THIRD AVENUE NEW YORK United States of America (USA) 10022