Rey Profit Sharing Plan And Trust — Form 5500 plan (Easter Unlimited , Inc.)
Plain-English plan 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, Rey Profit Sharing Plan And Trust is a benefit plan reported by Easter Unlimited , Inc. under EIN 13-1983343 and plan number 001. The latest loaded filing year is 2023. The filing reports 125 participants and $38,346,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Easter Unlimited , Inc.
- EIN
- 13-1983343
- Plan number
- 001
- Plan type
- 2
- Location
- Carle Place, NY
- Latest filing year
- 2023
- Participants
- 125
- End-of-year plan assets
- $38,346,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 125 | H, C | 20250730132956NAL0006751232001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,346,594
- Total liabilities (EOY)
- $41,214
- Net assets (EOY)
- $38,305,380
- Net assets (BOY)
- $30,863,289
Income & contributions
- Employer contributions
- $1,261,800
- Participant contributions
- $359,034
- Total contributions
- $1,620,834
- Total income / additions
- $9,274,520
Expenses & distributions
- Benefits paid
- $1,672,006
- Administrative expenses
- $120,240
- Total expenses
- $1,832,429
- Net increase / (decrease)
- $7,442,091
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $94,035 | $0 | 2023 |
| Wells Fargo Advisors Financial | NONE | $48,540 | $0 | 2023 |
| Rbc Wealth Management | NONE | $24,104 | $0 | 2023 |
| Bny Mellon | NONE | $11,796 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Easter Unlimited , Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Carle Place, NY
- Ubs Financial Services, Inc. — Schedule C compensation
- Wells Fargo Advisors Financial — Schedule C compensation
- Rbc Wealth Management — Schedule C compensation
- Bny Mellon — Schedule C compensation