2023 Form 5500 filing — David Yurman Enterprises, LLC Retirement 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 20241209122548NAL0014915376001) for David Yurman Enterprises, LLC Retirement Plan, reported by David Yurman Enterprises, LLC under EIN 45-4614722 and plan number 001. It reports 1,258 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)$91.4MReported net assets$91,391,136
Participants1.3K1,258
Provider compensation$189.4K3 Schedule C row(s)$189,439
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241209122548NAL0014915376001
- Plan sponsor
- David Yurman Enterprises, LLC
- EIN
- 45-4614722
- Plan number
- 001
- Location
- New York, NY
- 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)$91.4M total assets
Net assets$91.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $91,391,136
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $91,391,136
- Employer contributions
- $3,560,691
- Participant contributions
- $6,844,319
- Total income / additions
- $24,658,567
- Benefits paid
- $5,410,020
- Administrative expenses
- $189,439
- Total expenses
- $5,599,675
- Net increase / (decrease)
- $19,058,892
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $85,198 | $0 |
| Usi Advisors Inc | ADVISOR | $69,103 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $35,138 | not reported in the loaded dataset |