2023 Form 5500 filing — Duffy Kruspodin, Llp 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009161623NAL0031826576001) for Duffy Kruspodin, Llp 401(K) Profit Sharing Plan, reported by Duffy Kruspodin, Llp under EIN 95-4244393 and plan number 001. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$15.8MReported net assets$15,806,058
Participants173
Provider compensation$4.4K2 Schedule C row(s)$4,416
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009161623NAL0031826576001
- Plan sponsor
- Duffy Kruspodin, Llp
- EIN
- 95-4244393
- Plan number
- 001
- Location
- Woodland Hills, CA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $15,806,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,806,058
- Employer contributions
- $117,672
- Participant contributions
- $1,505,552
- Total income / additions
- $5,006,024
- Benefits paid
- $337,290
- Administrative expenses
- $6,062
- Total expenses
- $343,352
- Net increase / (decrease)
- $4,662,672
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Larson & Company Pc | ACCOUNTING | $14,250 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$9,834 | $0 |