2023 Form 5500 filing — Rey Profit Sharing Plan And Trust
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 20250730132956NAL0006751232001) for Rey Profit Sharing Plan And Trust, reported by Easter Unlimited , Inc. under EIN 13-1983343 and plan number 001. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250730132956NAL0006751232001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Easter Unlimited , Inc.
- EIN
- 13-1983343
- Plan number
- 001
- Location
- Carle Place, NY
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,346,594
- Total liabilities (EOY)
- $41,214
- Net assets (EOY)
- $38,305,380
- Employer contributions
- $1,261,800
- Participant contributions
- $359,034
- Total income / additions
- $9,274,520
- Benefits paid
- $1,672,006
- Administrative expenses
- $120,240
- Total expenses
- $1,832,429
- Net increase / (decrease)
- $7,442,091
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services, Inc. | NONE | $94,035 | $0 |
| Wells Fargo Advisors Financial | NONE | $48,540 | $0 |
| Rbc Wealth Management | NONE | $24,104 | $0 |
| Bny Mellon | NONE | $11,796 | $0 |