Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates 401(K) Plan — Form 5500 plan (Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates)
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, Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates 401(K) Plan is a benefit plan reported by Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates under EIN 11-2393206 and plan number 001. The latest loaded filing year is 2023. The filing reports 249 participants and $14,135,559 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates
- EIN
- 11-2393206
- Plan number
- 001
- Plan type
- 2
- Location
- Glen Cove, NY
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $14,135,559
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20241014110434NAL0025995393001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,135,559
- Net assets (EOY)
- $14,135,559
- Net assets (BOY)
- $12,096,524
Income & contributions
- Employer contributions
- $250,857
- Participant contributions
- $1,121,542
- Total contributions
- $1,385,256
- Total income / additions
- $3,136,391
Expenses & distributions
- Benefits paid
- $1,044,000
- Administrative expenses
- $50,811
- Total expenses
- $1,097,356
- Net increase / (decrease)
- $2,039,035
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors LLC | INVESTMENT ADVISOR | $37,566 | $0 | 2023 |
| Capital Group Retirmt Plan Services | RECORDKEEPER | $13,570 | $0 | 2023 |
| United Benefit Pensions Inc. | CONTRACT ADMIN | $1,325 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Udell Jewelers, Inc. D/B/A London Jewelers & Affiliates
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Glen Cove, NY
- Wells Fargo Advisors LLC — Schedule C compensation
- Capital Group Retirmt Plan Services — Schedule C compensation
- United Benefit Pensions Inc. — Schedule C compensation