Duffy Kruspodin, Llp 401(K) Profit Sharing Plan — Form 5500 plan (Duffy Kruspodin, 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, Duffy Kruspodin, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Duffy Kruspodin, Llp under EIN 95-4244393 and plan number 001. The latest loaded filing year is 2023. The filing reports 173 participants and $15,806,058 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$15.8MPlan net assets, end of year$15,806,058
Participants173Covered participants reported
Assets / participant$91.4KComputed: assets ÷ participants$91,364 (computed)
Provider compensation$4.4K2 Schedule C provider row(s)$4,416
- Plan sponsor
- Duffy Kruspodin, Llp
- EIN
- 95-4244393
- Plan number
- 001
- Plan type
- 2
- Location
- Woodland Hills, CA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241009161623NAL0031826576001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$15.8M total assets
Net assets$15.8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $15,806,058
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,806,058
- Net assets (BOY)
- $11,143,386
Income & contributions
- Employer contributions
- $117,672
- Participant contributions
- $1,505,552
- Total contributions
- $2,566,348
- Total income / additions
- $5,006,024
Expenses & distributions
- Benefits paid
- $337,290
- Administrative expenses
- $6,062
- Total expenses
- $343,352
- Net increase / (decrease)
- $4,662,672
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
93%
Employer 7%Participant 93%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income7%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Larson & Company Pc | ACCOUNTING | $14,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$9,834 | $0 | 2023 |