2023 Form 5500 filing — Kulzer & Dipadova, P.A. 401(K) Profit Sharing 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 20240613135812NAL0030616321002) for Kulzer & Dipadova, P.A. 401(K) Profit Sharing Plan, reported by Kulzer & Dipadova, P.A. under EIN 22-2048081 and plan number 002. It reports 37 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$22.3MReported net assets$22,335,786
Participants37
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240613135812NAL0030616321002
Plan sponsor
Kulzer & Dipadova, P.A.
EIN
22-2048081
Plan number
002
Location
Haddonfield, NJ
Received date
not reported in the loaded dataset
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$22.3M total assets
Net assets$22.3MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$972.9K
Benefits paid / distributions$890K
Contributions
Employer$115K
Participant$250.9K
Full reported line items
Total assets (EOY)
$22,335,786
Total liabilities (EOY)
$0
Net assets (EOY)
$22,335,786
Employer contributions
$115,000
Participant contributions
$250,874
Total income / additions
$3,295,593
Benefits paid
$890,036
Administrative expenses
$82,841
Total expenses
$972,877
Net increase / (decrease)
$2,322,716

Related Form 5500 pages