Trust Of Dennis Kessler Simplified Profit Sharing Plan — Form 5500 plan (Trust Of Dennis Kessler Simplified Profit Sharing Plan)
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, Trust Of Dennis Kessler Simplified Profit Sharing Plan is a benefit plan reported by Trust Of Dennis Kessler Simplified Profit Sharing Plan under EIN 22-2738218 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $2,000,850 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trust Of Dennis Kessler Simplified Profit Sharing Plan
- EIN
- 22-2738218
- Plan number
- 001
- Plan type
- 2
- Location
- Monroe Township, NJ
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $2,000,850
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20241002120200NAL0008227009001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,000,850
- Net assets (EOY)
- $2,000,850
- Net assets (BOY)
- $1,979,580
Income & contributions
- Participant contributions
- $18,186
- Total income / additions
- $112,679
Expenses & distributions
- Benefits paid
- $85,698
- Total expenses
- $91,409
- Net increase / (decrease)
- $21,270
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.