David Lerner Associates, Inc. 401k Plan — Form 5500 plan (David Lerner Associates, Inc.)
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, David Lerner Associates, Inc. 401k Plan is a benefit plan reported by David Lerner Associates, Inc. under EIN 11-2374466 and plan number 001. The latest loaded filing year is 2023. The filing reports 225 participants and $53,422,662 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- David Lerner Associates, Inc.
- EIN
- 11-2374466
- Plan number
- 001
- Plan type
- 2
- Location
- Syosset, NY
- Latest filing year
- 2023
- Participants
- 225
- End-of-year plan assets
- $53,422,662
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 225 | H, C | 20241011114613NAL0010877731004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,422,662
- Net assets (EOY)
- $53,422,662
- Net assets (BOY)
- $44,581,068
Income & contributions
- Employer contributions
- $121,922
- Participant contributions
- $1,373,546
- Total contributions
- $1,495,468
- Total income / additions
- $10,807,820
Expenses & distributions
- Benefits paid
- $1,921,368
- Administrative expenses
- $44,858
- Total expenses
- $1,966,226
- Net increase / (decrease)
- $8,841,594
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Citrin Cooperman & Company Llp | AUDITOR | $22,680 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORDKEEPER | $22,178 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for David Lerner Associates, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syosset, NY
- Citrin Cooperman & Company Llp — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation