Coleman & Klymenko LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Coleman & Klymenko LLC)
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, Coleman & Klymenko LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Coleman & Klymenko LLC under EIN 26-1756824 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $243,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Coleman & Klymenko LLC
- EIN
- 26-1756824
- Plan number
- 001
- Plan type
- 2
- Location
- Saint Petersburg, FL
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $243,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240715143342NAL0003726114001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $243,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $243,335
- Net assets (BOY)
- $163,831
Income & contributions
- Employer contributions
- $11,922
- Participant contributions
- $43,588
- Total income / additions
- $79,898
Expenses & distributions
- Benefits paid
- $230
- Administrative expenses
- $164
- Total expenses
- $394
- Net increase / (decrease)
- $79,504
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.