2023 Form 5500 filing — Koniver Stern Group, Inc. 401(K) Plan And Trust
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 20240917090055NAL0005800194001) for Koniver Stern Group, Inc. 401(K) Plan And Trust, reported by The Koniver Stern Group, Inc. under EIN 65-0373847 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240917090055NAL0005800194001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Koniver Stern Group, Inc.
- EIN
- 65-0373847
- Plan number
- 001
- Location
- Miami Beach, FL
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,305,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,305,049
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $470,801
- Benefits paid
- $0
- Administrative expenses
- $4,849
- Total expenses
- $1,252,966
- Net increase / (decrease)
- -$782,165
- Schedule source
- Schedule I