Kopka, Pinkus & Dolin Employee Savings & Retirement Plan — Form 5500 plan (Kopka, Pinkus & Dolin, Pc)

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, Kopka, Pinkus & Dolin Employee Savings & Retirement Plan is a benefit plan reported by Kopka, Pinkus & Dolin, Pc under EIN 04-3597929 and plan number 001. The latest loaded filing year is 2023. The filing reports 310 participants and $20,431,399 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kopka, Pinkus & Dolin, Pc
EIN
04-3597929
Plan number
001
Plan type
2
Location
Buffalo Grove, IL
Latest filing year
2023
Participants
310
End-of-year plan assets
$20,431,399

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023310H, C20240905130722NAL0021073681002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,431,399
Net assets (EOY)
$20,431,399
Net assets (BOY)
$16,727,239

Income & contributions

Employer contributions
$180,148
Participant contributions
$1,927,002
Total contributions
$2,390,454
Total income / additions
$5,322,797

Expenses & distributions

Benefits paid
$1,555,456
Administrative expenses
$91,075
Total expenses
$1,618,637
Net increase / (decrease)
$3,704,160

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$91,075$02023
Morgan Stanley Smith Barney LLCBROKER$0$45,5862023

Related Form 5500 pages