John Staurulakis LLC Cash Or Deferred Arrangement Profit Sharing Plan — Form 5500 plan (John Staurulakis, LLC)

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, John Staurulakis LLC Cash Or Deferred Arrangement Profit Sharing Plan is a benefit plan reported by John Staurulakis, LLC under EIN 52-0880671 and plan number 002. The latest loaded filing year is 2023. The filing reports 741 participants and $55,587,500 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
John Staurulakis, LLC
EIN
52-0880671
Plan number
002
Plan type
2
Location
Greenbelt, MD
Latest filing year
2023
Participants
741
End-of-year plan assets
$55,587,500

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023741H, C20240806120251NAL0002226337001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$55,587,500
Total liabilities (EOY)
$0
Net assets (EOY)
$55,587,500
Net assets (BOY)
$45,642,510

Income & contributions

Employer contributions
$2,543,838
Participant contributions
$2,722,501
Total contributions
$6,918,033
Total income / additions
$15,455,228

Expenses & distributions

Benefits paid
$5,378,490
Administrative expenses
$131,748
Total expenses
$5,510,238
Net increase / (decrease)
$9,944,990

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Retirement ServicesADMIN RECORDKEEPER$70,548not reported in the loaded dataset2023
Wealth Plan AdvisorsINV ADVISOR$50,870not reported in the loaded dataset2023

Related Form 5500 pages