Gursey Schneider Llp Retirement Savings Plan — Form 5500 plan (Gursey Schneider Llp)
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, Gursey Schneider Llp Retirement Savings Plan is a benefit plan reported by Gursey Schneider Llp under EIN 95-3309779 and plan number 004. The latest loaded filing year is 2023. The filing reports 249 participants and $23,404,980 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Gursey Schneider Llp
- EIN
- 95-3309779
- Plan number
- 004
- Plan type
- 2
- Location
- Los Angeles, CA
- Latest filing year
- 2023
- Participants
- 249
- End-of-year plan assets
- $23,404,980
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 249 | H, C | 20240805145841NAL0000754035001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,404,980
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,404,980
- Net assets (BOY)
- $19,468,164
Income & contributions
- Employer contributions
- $1,825,243
- Participant contributions
- $0
- Total contributions
- $1,825,243
- Total income / additions
- $4,491,518
Expenses & distributions
- Benefits paid
- $500,511
- Administrative expenses
- $51,427
- Total expenses
- $554,702
- Net increase / (decrease)
- $3,936,816
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sfg Retirement Plan Consulting | INVESTMENT/FINANCIAL ADV | $41,956 | $0 | 2023 |
| Adp, Inc. | RECORDKEEPER | $11,339 | $0 | 2023 |
| First Republic Securities | INVESTMENT PROVIDER | $0 | $0 | 2023 |
| Adp Broker-Dealer | RECORDKEEPER | $0 | $0 | 2023 |
| Morgan Stanley Investment Advisors | INV ADVIOR | $0 | $0 | 2023 |
| State Street Corporation | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gursey Schneider Llp
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Los Angeles, CA
- Sfg Retirement Plan Consulting — Schedule C compensation
- Adp, Inc. — Schedule C compensation
- First Republic Securities — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation
- Morgan Stanley Investment Advisors — Schedule C compensation
- State Street Corporation — Schedule C compensation