Plan5500

Kovitz, Shifrin, Nesbit — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kovitz, Shifrin, Nesbit (EIN 36-3228475) is a plan sponsor located in Mundelein, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3228475
Location
Mundelein, IL
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kovitz, Shifrin, Nesbit

  • 1 loaded plans.
  • Plans cover 132 reported participants.
  • 0 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assetsNot reported
Total reported assetsNot reported
Total reported participants132
Total reported liabilitiesNot reported

Financial-statement amounts are not reported in the loaded dataset for this company's plans yet.

Data coverage

Plans with financial statements0 / 1 ()
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Participants per plan132Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Ksn Life And Disability Plannot reported in the loaded dataset
    Plan #501 · 132 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kovitz, Shifrin, Nesbit. Open one for its full reported snapshot.

  1. 2023
    Ksn Life And Disability Plan132 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kovitz, Shifrin, Nesbit report on Form 5500?
Kovitz, Shifrin, Nesbit (EIN 36-3228475) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kovitz, Shifrin, Nesbit?
The Employer Identification Number (EIN) reported for Kovitz, Shifrin, Nesbit is 36-3228475.
What is the latest Form 5500 filing year for Kovitz, Shifrin, Nesbit?
The latest loaded Form 5500 filing year for Kovitz, Shifrin, Nesbit is 2023.

Related Form 5500 pages