2023 Form 5500 filing — Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates 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 20241014110434NAL0025995393001) for Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates 401(K) Plan, reported by Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates under EIN 11-2393206 and plan number 001. It reports 249 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014110434NAL0025995393001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates
- EIN
- 11-2393206
- Plan number
- 001
- Location
- Glen Cove, NY
- Participants
- 249
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,135,559
- Net assets (EOY)
- $14,135,559
- Employer contributions
- $250,857
- Participant contributions
- $1,121,542
- Total income / additions
- $3,136,391
- Benefits paid
- $1,044,000
- Administrative expenses
- $50,811
- Total expenses
- $1,097,356
- Net increase / (decrease)
- $2,039,035
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $37,566 | $0 |
| Capital Group Retirmt Plan Services | RECORDKEEPER | $13,570 | $0 |
| United Benefit Pensions Inc. | CONTRACT ADMIN | $1,325 | $0 |