2023 Form 5500 filing — John Staurulakis LLC Cash Or Deferred Arrangement Profit Sharing 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 20240806120251NAL0002226337001) for John Staurulakis LLC Cash Or Deferred Arrangement Profit Sharing Plan, reported by John Staurulakis, LLC under EIN 52-0880671 and plan number 002. It reports 741 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240806120251NAL0002226337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Staurulakis, LLC
- EIN
- 52-0880671
- Plan number
- 002
- Location
- Greenbelt, MD
- Participants
- 741
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $55,587,500
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $55,587,500
- Employer contributions
- $2,543,838
- Participant contributions
- $2,722,501
- Total income / additions
- $15,455,228
- Benefits paid
- $5,378,490
- Administrative expenses
- $131,748
- Total expenses
- $5,510,238
- Net increase / (decrease)
- $9,944,990
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Retirement Services | ADMIN RECORDKEEPER | $70,548 | not reported in the loaded dataset |
| Wealth Plan Advisors | INV ADVISOR | $50,870 | not reported in the loaded dataset |