Kevin J Herring Cpa Safe Harbor 401(K) Plan — Form 5500 plan (Kevin J. Herring, Cpa, 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, Kevin J Herring Cpa Safe Harbor 401(K) Plan is a benefit plan reported by Kevin J. Herring, Cpa, Inc. under EIN 20-2338949 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $778,331 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kevin J. Herring, Cpa, Inc.
- EIN
- 20-2338949
- Plan number
- 001
- Plan type
- 2
- Location
- Shelby, OH
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $778,331
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241008094506NAL0029493024001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $778,331
- Net assets (EOY)
- $778,331
- Net assets (BOY)
- $577,212
Income & contributions
- Employer contributions
- $19,424
- Participant contributions
- $29,232
- Total income / additions
- $201,119
Expenses & distributions
- Net increase / (decrease)
- $201,119
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.