David Yurman Enterprises, LLC Retirement Plan — Form 5500 plan (David Yurman Enterprises, LLC)

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, David Yurman Enterprises, LLC Retirement Plan is a benefit plan reported by David Yurman Enterprises, LLC under EIN 45-4614722 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,258 participants and $91,391,136 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
David Yurman Enterprises, LLC
EIN
45-4614722
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,258
End-of-year plan assets
$91,391,136

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,258H, C20241209122548NAL0014915376001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$91,391,136
Total liabilities (EOY)
$0
Net assets (EOY)
$91,391,136
Net assets (BOY)
$72,332,244

Income & contributions

Employer contributions
$3,560,691
Participant contributions
$6,844,319
Total contributions
$11,319,122
Total income / additions
$24,658,567

Expenses & distributions

Benefits paid
$5,410,020
Administrative expenses
$189,439
Total expenses
$5,599,675
Net increase / (decrease)
$19,058,892

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$85,198$02023
Usi Advisors IncADVISOR$69,103not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$35,138not reported in the loaded dataset2023

Related Form 5500 pages