2023 Form 5500 filing — David Lerner Associates, Inc. 401k 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 20241011114613NAL0010877731004) for David Lerner Associates, Inc. 401k Plan, reported by David Lerner Associates, Inc. under EIN 11-2374466 and plan number 001. It reports 225 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011114613NAL0010877731004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David Lerner Associates, Inc.
- EIN
- 11-2374466
- Plan number
- 001
- Location
- Syosset, NY
- Participants
- 225
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,422,662
- Net assets (EOY)
- $53,422,662
- Employer contributions
- $121,922
- Participant contributions
- $1,373,546
- Total income / additions
- $10,807,820
- Benefits paid
- $1,921,368
- Administrative expenses
- $44,858
- Total expenses
- $1,966,226
- Net increase / (decrease)
- $8,841,594
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Citrin Cooperman & Company Llp | AUDITOR | $22,680 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $22,178 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 |