Duritza Lowe Glassheim & Yursha Pa 401(K) Plan — Form 5500 plan (Duritza Lowe Glassheim & Yursha Pa)
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, Duritza Lowe Glassheim & Yursha Pa 401(K) Plan is a benefit plan reported by Duritza Lowe Glassheim & Yursha Pa under EIN 22-1913073 and plan number 001. The latest loaded filing year is 2023. The filing reports 7 participants and $9,687,044 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Duritza Lowe Glassheim & Yursha Pa
- EIN
- 22-1913073
- Plan number
- 001
- Plan type
- 2
- Location
- Wall, NJ
- Latest filing year
- 2023
- Participants
- 7
- End-of-year plan assets
- $9,687,044
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7 | I | 20240423120200NAL0015077792002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $9,687,044
- Net assets (EOY)
- $9,687,044
- Net assets (BOY)
- $7,642,896
Income & contributions
- Employer contributions
- $108,670
- Participant contributions
- $100,829
- Total income / additions
- $2,188,508
Expenses & distributions
- Benefits paid
- $121,250
- Total expenses
- $144,360
- Net increase / (decrease)
- $2,044,148
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.