Duffy Kruspodin, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Duffy Kruspodin, 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, Duffy Kruspodin, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Duffy Kruspodin, Llp under EIN 95-4244393 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $15,806,058 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Duffy Kruspodin, Llp
EIN
95-4244393
Plan number
001
Plan type
2
Location
Woodland Hills, CA
Latest filing year
2023
Participants
173
End-of-year plan assets
$15,806,058

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023173H, C20241009161623NAL0031826576001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,806,058
Total liabilities (EOY)
$0
Net assets (EOY)
$15,806,058
Net assets (BOY)
$11,143,386

Income & contributions

Employer contributions
$117,672
Participant contributions
$1,505,552
Total contributions
$2,566,348
Total income / additions
$5,006,024

Expenses & distributions

Benefits paid
$337,290
Administrative expenses
$6,062
Total expenses
$343,352
Net increase / (decrease)
$4,662,672

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Larson & Company PcACCOUNTING$14,250not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$9,834$02023

Related Form 5500 pages