2023 Form 5500 filing — Kidney Specialists Of Southern Nevada 401k 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 20241002160725NAL0017234034001) for Kidney Specialists Of Southern Nevada 401k Profit Sharing Plan, reported by Bernstein Pokroy And Lehrner Ltd under EIN 88-0136773 and plan number 003. It reports 165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002160725NAL0017234034001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bernstein Pokroy And Lehrner Ltd
- EIN
- 88-0136773
- Plan number
- 003
- Location
- Las Vegas, NV
- Participants
- 165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,011,994
- Net assets (EOY)
- $35,011,994
- Employer contributions
- $1,542,908
- Participant contributions
- $1,097,232
- Total income / additions
- $7,776,069
- Benefits paid
- $1,319,905
- Administrative expenses
- $139,350
- Total expenses
- $1,459,255
- Net increase / (decrease)
- $6,316,814
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISOR | $111,868 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,862 | $0 |
| Associated Pension Consultants | CONTRACT ADMI N | $6,012 | $0 |