2023 Form 5500 filing — Kjersten Heron Pllc 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 20241014174507NAL0045533856005) for Kjersten Heron Pllc Profit-Sharing Plan, reported by Kjersten Heron, Pllc under EIN 83-2091890 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20241014174507NAL0045533856005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kjersten Heron, Pllc
- EIN
- 83-2091890
- Plan number
- 001
- Location
- Mount Vernon, WA
- Participants
- 5
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,076
- Net assets (EOY)
- $173,076
- Employer contributions
- $39,304
- Total income / additions
- $48,776
- Total expenses
- $266
- Net increase / (decrease)
- $48,510
- Schedule source
- Schedule I