2023 Form 5500 filing — David Yurman Enterprises, LLC Retirement 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 20241209122548NAL0014915376001) for David Yurman Enterprises, LLC Retirement Plan, reported by David Yurman Enterprises, LLC under EIN 45-4614722 and plan number 001. It reports 1,258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241209122548NAL0014915376001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- David Yurman Enterprises, LLC
- EIN
- 45-4614722
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $91,391,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,391,136
- Employer contributions
- $3,560,691
- Participant contributions
- $6,844,319
- Total income / additions
- $24,658,567
- Benefits paid
- $5,410,020
- Administrative expenses
- $189,439
- Total expenses
- $5,599,675
- Net increase / (decrease)
- $19,058,892
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $85,198 | $0 |
| Usi Advisors Inc | ADVISOR | $69,103 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $35,138 | not reported in the loaded dataset |