2023 Form 5500 filing — Kenney, Shelton, Liptak & Nowak, Llp 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 20251015145426NAL0006497904001) for Kenney, Shelton, Liptak & Nowak, Llp 401(K) Profit Sharing Plan, reported by Kenney Shelton Liptak & Nowak Llp under EIN 16-1468707 and plan number 001. It reports 115 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251015145426NAL0006497904001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kenney Shelton Liptak & Nowak Llp
- EIN
- 16-1468707
- Plan number
- 001
- Location
- Buffalo, NY
- Participants
- 115
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,129,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,129,761
- Employer contributions
- $348,439
- Participant contributions
- $529,329
- Total income / additions
- $1,852,434
- Benefits paid
- $463,792
- Administrative expenses
- $52,044
- Total expenses
- $515,836
- Net increase / (decrease)
- $1,336,598
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pratt Collard Buck Advisors | FINANCIAL ADVISOR | $42,545 | not reported in the loaded dataset |
| P&A Retirement Plan Services, Inc. | TPA RKG | $9,960 | not reported in the loaded dataset |