Joseph R. Kalik Do Profit Sharing Plan — Form 5500 plan (Joseph Kalik Do)
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, Joseph R. Kalik Do Profit Sharing Plan is a benefit plan reported by Joseph Kalik Do under EIN 25-1629976 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $444,036 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Joseph Kalik Do
- EIN
- 25-1629976
- Plan number
- 001
- Plan type
- 2
- Location
- Hermitage, PA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $444,036
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20241010100624NAL0035422112003 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $444,036
- Net assets (EOY)
- $444,036
- Net assets (BOY)
- $427,025
Income & contributions
- Total income / additions
- $17,011
Expenses & distributions
- Net increase / (decrease)
- $17,011
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.