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, Kenney, Shelton, Liptak & Nowak, Llp 401(K) Profit Sharing Plan is a benefit plan reported by Kenney Shelton Liptak & Nowak Llp under EIN 16-1468707 and plan number 001. The latest loaded filing year is 2023. The filing reports 115 participants and $9,129,761 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,129,761
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,129,761
- Net assets (BOY)
- $7,793,163
Income & contributions
- Employer contributions
- $348,439
- Participant contributions
- $529,329
- Total contributions
- $877,768
- Total income / additions
- $1,852,434
Expenses & distributions
- Benefits paid
- $463,792
- Administrative expenses
- $52,044
- Total expenses
- $515,836
- Net increase / (decrease)
- $1,336,598