2023 Form 5500 filing — Kerzner Associates 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240517123219NAL0036547299001) for Kerzner Associates 401(K) Plan, reported by Kerzner Associates, P.C. under EIN 04-2971397 and plan number 004. It reports 22 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240517123219NAL0036547299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kerzner Associates, P.C.
- EIN
- 04-2971397
- Plan number
- 004
- Location
- Foxboro, MA
- Participants
- 22
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,295,078
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,295,078
- Employer contributions
- $0
- Participant contributions
- $121,230
- Total income / additions
- $340,292
- Benefits paid
- $102,063
- Administrative expenses
- $390
- Total expenses
- $102,453
- Net increase / (decrease)
- $237,839
- Schedule source
- Schedule I