Kohlberg & Co. LLC Employee Savings And Profit Sharing Plan — Form 5500 plan (Kohlberg & Co., LLC)
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, Kohlberg & Co. LLC Employee Savings And Profit Sharing Plan is a benefit plan reported by Kohlberg & Co., LLC under EIN 13-3850539 and plan number 001. The latest loaded filing year is 2023. The filing reports 107 participants and $53,271,338 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kohlberg & Co., LLC
- EIN
- 13-3850539
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Kisco, NY
- Latest filing year
- 2023
- Participants
- 107
- End-of-year plan assets
- $53,271,338
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 107 | I | 20240927140955NAL0003933296001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $53,271,338
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,271,338
- Net assets (BOY)
- $42,521,923
Income & contributions
- Employer contributions
- $2,156,958
- Participant contributions
- $1,729,032
- Total income / additions
- $11,852,558
Expenses & distributions
- Benefits paid
- $1,154,467
- Administrative expenses
- -$51,324
- Total expenses
- $1,103,143
- Net increase / (decrease)
- $10,749,415
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.