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Form 5500 · Retirement plan · HACKENSACK, NJ

COLE SCHOTZ P.C.

The filing calls this plan COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN.

COLE SCHOTZ P.C. of HACKENSACK, NJ's retirement plan holds 3 insurance-company contracts (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 22-2113414 · plan 001 · plan year 2024, filed Oct 10, 2025

Participants at the start of the year
418
Contracts on file
3
Disclosed commissions
$119
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY.

$119 in agent commissions is disclosed across the contracts; COREY A SCHNEIDER is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC1December$5,110$72
MML BAYSTATE LIFE INSURANCE COMPANYAnnuity / GIC1December$1,734$47
NORTHWESTERN MUTUALAnnuity / GIC1December$3,030$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

What the plan holds

Plan assets at year end
$136,497,261
Paid out in benefits
$8,667,817
Participants at the start of the year
418
Participants with account balances
393

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 22-2428965
CITRIN COOPERMAN & COMPANY, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$18,210

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

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