Adam S. Kaufman, Inc. 401(K) Plan — Form 5500 plan (Adam S. Kaufman, Inc.)
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, Adam S. Kaufman, Inc. 401(K) Plan is a benefit plan reported by Adam S. Kaufman, Inc. under EIN 20-0778402 and plan number 005. The latest loaded filing year is 2023. The filing reports 6 participants and $1,189,954 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Adam S. Kaufman, Inc.
- EIN
- 20-0778402
- Plan number
- 005
- Plan type
- 2
- Location
- Pepper Pike, OH
- Latest filing year
- 2023
- Participants
- 6
- End-of-year plan assets
- $1,189,954
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6 | I | 20240926123807NAL0001319458002 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,189,954
- Net assets (EOY)
- $1,189,954
- Net assets (BOY)
- $854,550
Income & contributions
- Employer contributions
- $74,434
- Participant contributions
- $57,400
- Total income / additions
- $352,300
Expenses & distributions
- Benefits paid
- $5,810
- Administrative expenses
- $11,086
- Total expenses
- $16,896
- Net increase / (decrease)
- $335,404
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.