Plan5500

Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Kleinberg, Kaplan, Wolff & Cohen, P.C.)

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, Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Kleinberg, Kaplan, Wolff & Cohen, P.C. under EIN 13-2832785 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $114,164,991 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kleinberg, Kaplan, Wolff & Cohen, P.C.
EIN
13-2832785
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
140
End-of-year plan assets
$114,164,991

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240920083855NAL0007550321001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$114,164,991
Total liabilities (EOY)
$0
Net assets (EOY)
$114,164,991
Net assets (BOY)
$102,729,583

Income & contributions

Employer contributions
$1,012,391
Participant contributions
$1,563,125
Total contributions
$2,608,516
Total income / additions
$14,980,073

Expenses & distributions

Benefits paid
$3,514,148
Administrative expenses
$30,517
Total expenses
$3,544,665
Net increase / (decrease)
$11,435,408

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
National Financial ServicesNONE$580not reported in the loaded dataset2023
Sentinel Benefits Group, LLCNONE$250not reported in the loaded dataset2023

Related Form 5500 pages