2023 Form 5500 filing — Gursey Schneider Llp 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240802051806NAL0014061811001) for Gursey Schneider Llp 401(K) Plan, reported by Gursey Schneider Llp under EIN 95-3309779 and plan number 005. It reports 302 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240802051806NAL0014061811001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gursey Schneider Llp
- EIN
- 95-3309779
- Plan number
- 005
- Location
- Los Angeles, CA
- Participants
- 302
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,347,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,347,283
- Employer contributions
- $532,701
- Participant contributions
- $1,893,646
- Total income / additions
- $5,162,145
- Benefits paid
- $510,106
- Administrative expenses
- $65,490
- Total expenses
- $578,413
- Net increase / (decrease)
- $4,583,732
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $38,968 | $0 |
| Sfg Retirement Plan Consulting | INVESTMENT/FINANCIAL ADVI | $26,522 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |