2023 Form 5500 filing — Gursey Schneider Llp Retirement Savings 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 20240805145841NAL0000754035001) for Gursey Schneider Llp Retirement Savings Plan, reported by Gursey Schneider Llp under EIN 95-3309779 and plan number 004. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805145841NAL0000754035001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Gursey Schneider Llp
- EIN
- 95-3309779
- Plan number
- 004
- Location
- Los Angeles, CA
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,404,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,404,980
- Employer contributions
- $1,825,243
- Participant contributions
- $0
- Total income / additions
- $4,491,518
- Benefits paid
- $500,511
- Administrative expenses
- $51,427
- Total expenses
- $554,702
- Net increase / (decrease)
- $3,936,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sfg Retirement Plan Consulting | INVESTMENT/FINANCIAL ADV | $41,956 | $0 |
| Adp, Inc. | RECORDKEEPER | $11,339 | $0 |
| First Republic Securities | INVESTMENT PROVIDER | $0 | $0 |
| Adp Broker-Dealer | RECORDKEEPER | $0 | $0 |
| Morgan Stanley Investment Advisors | INV ADVIOR | $0 | $0 |
| State Street Corporation | RECORDKEEPER | $0 | $0 |