Plain-English plan 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, Katz, Nannis & Solomon, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Katz, Nannis & Solomon, P.C. under EIN 04-2887211 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $17,029,569 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,029,569
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,029,569
- Net assets (BOY)
- $13,043,999
Income & contributions
- Employer contributions
- $430,569
- Participant contributions
- $603,425
- Total contributions
- $1,051,780
- Total income / additions
- $4,198,161
Expenses & distributions
- Benefits paid
- $179,083
- Administrative expenses
- $33,508
- Total expenses
- $212,591
- Net increase / (decrease)
- $3,985,570