401(k)
2024 plan-year 401(k) DOL Form 5500

Cater Lady Nyc LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Cater Lady Nyc LLC · New York · Professional & Technical Services

What the 2023 filing shows

Cater Lady Nyc LLC 401(k) Plan holds $232K for 109 participants — about $2,130 per participant, up 162.2% over the 2024 plan year.

$232K
total plan assets (2024 EOY)
109
covered participants
$2,130
avg assets per participant
+162.2%
assets growth YoY
Total Assets (2023)
$232K
Participants
109
State
Industry
Professional & Technical Services

What the Filing Says About Cater Lady Nyc LLC 401(k) Plan

Cater Lady Nyc LLC 401(k) Plan is a 401(k) retirement plan sponsored by Cater Lady Nyc LLC, headquartered in New York. As of the 2024 Form 5500 filing, the plan reports $232K in total end-of-year assets and covers 109 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 870824157, and the plan has been effective since 2023-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $89K at the beginning of 2024 to $232K at year-end — a gain of 162.2%. Net assets (after liabilities) closed the year at $232K, with reported net income of $144K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$89K
Total Assets (End of Year)$232K
Net Assets (End of Year)$232K
Net Income$144K
Plan Type401(k)
Employer EIN870824157
Plan Effective Date2023-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cater Lady Nyc LLC)

Year Plans Participants Total Assets
2023 1 108 $89K
2024 1 109 $232K

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Frequently Asked Questions

How much money is in the Cater Lady Nyc LLC 401(k) Plan?
As of the 2024 Form 5500 filing, Cater Lady Nyc LLC 401(k) Plan holds $232K in total assets with 109 participants. It is sponsored by Cater Lady Nyc LLC.
What type of plan is Cater Lady Nyc LLC 401(k) Plan?
Cater Lady Nyc LLC 401(k) Plan is a 401(k) plan. It has been effective since 2023-06-01. The plan is filed with the U.S. Department of Labor under EIN 870824157.
Who sponsors the Cater Lady Nyc LLC 401(k) Plan?
Cater Lady Nyc LLC 401(k) Plan is sponsored by Cater Lady Nyc LLC, located in New York. The sponsor's EIN is 870824157 and the plan operates in the Professional & Technical Services industry.
How did Cater Lady Nyc LLC 401(k) Plan perform in 2024?
Cater Lady Nyc LLC 401(k) Plan grew by 162.2% during 2024, moving from $89K to $232K in total assets. Net income was $144K.
Where can I find official filings for Cater Lady Nyc LLC 401(k) Plan?
Official Form 5500 filings for Cater Lady Nyc LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 870824157 or plan name at efast.dol.gov.
How does Cater Lady Nyc LLC 401(k) Plan compare to other plans?
You can compare Cater Lady Nyc LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 870824157.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.