Gursey Schneider Llp 401(K) Plan — Form 5500 plan (Gursey Schneider Llp)
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, Gursey Schneider Llp 401(K) Plan is a benefit plan reported by Gursey Schneider Llp under EIN 95-3309779 and plan number 005. The latest loaded filing year is 2023. The filing reports 302 participants and $16,347,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gursey Schneider Llp
- EIN
- 95-3309779
- Plan number
- 005
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 302
- End-of-year plan assets
- $16,347,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 302 | H, C | 20240802051806NAL0014061811001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,347,283
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,347,283
- Net assets (BOY)
- $11,763,551
Income & contributions
- Employer contributions
- $532,701
- Participant contributions
- $1,893,646
- Total contributions
- $2,701,355
- Total income / additions
- $5,162,145
Expenses & distributions
- Benefits paid
- $510,106
- Administrative expenses
- $65,490
- Total expenses
- $578,413
- Net increase / (decrease)
- $4,583,732
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $38,968 | $0 | 2023 |
| Sfg Retirement Plan Consulting | INVESTMENT/FINANCIAL ADVI | $26,522 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |