Who sponsors the The Kocen Financial Group, Inc. 401k Profit Sharing Plan?

The Kocen Financial Group, Inc. 401k Profit Sharing Plan is reported as sponsored by The Kocen Financial Group, Inc. (EIN 33-0454048, plan number 001) in public Form 5500 filings.

What is the most recent Form 5500 filing year for The Kocen Financial Group, Inc. 401k Profit Sharing Plan?

The latest Form 5500 filing year loaded for The Kocen Financial Group, Inc. 401k Profit Sharing Plan is 2023.

How many participants does The Kocen Financial Group, Inc. 401k Profit Sharing Plan report?

The Kocen Financial Group, Inc. 401k Profit Sharing Plan reports 5 participants in its latest loaded Form 5500 filing.

What are the reported plan assets for The Kocen Financial Group, Inc. 401k Profit Sharing Plan?

The Kocen Financial Group, Inc. 401k Profit Sharing Plan reports $189,816 in end-of-year plan assets in its latest loaded Form 5500 filing.

The Kocen Financial Group, Inc. 401k Profit Sharing Plan — Form 5500 plan (The Kocen Financial Group, 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, The Kocen Financial Group, Inc. 401k Profit Sharing Plan is a benefit plan reported by The Kocen Financial Group, Inc. under EIN 33-0454048 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $189,816 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$189.8KPlan net assets, end of year$189,816

Participants5Covered participants reported

Assets / participant$38KComputed: assets ÷ participants$37,963 (computed)

Provider compensationNone reported

Plan sponsor: The Kocen Financial Group, Inc.
EIN: 33-0454048
Plan number: 001
Plan type: 2
Location: Rancho Mirage, CA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
5 participants · 2Sch I
View filing →

Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$189.8K total assets

Net assets$189.8KLiabilities$0

Money in vs. money out

Total income / additions$37.2K

Total expenses$1

Benefits paid / distributions$0

Contributions

Employer$10.7K

Participant$4K

Full reported line items

Net assets

Total assets (EOY): $189,816
Total liabilities (EOY): $0
Net assets (EOY): $189,816
Net assets (BOY): $152,611

Income & contributions

Employer contributions: $10,655
Participant contributions: $4,000
Total income / additions: $37,206

Expenses & distributions

Benefits paid: $0
Administrative expenses: $1
Total expenses: $1
Net increase / (decrease): $37,205

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)

73%27%

Employer 73%Participant 27%

Total expenses ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the The Kocen Financial Group, Inc. 401k Profit Sharing Plan?: The Kocen Financial Group, Inc. 401k Profit Sharing Plan is reported as sponsored by The Kocen Financial Group, Inc. (EIN 33-0454048, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for The Kocen Financial Group, Inc. 401k Profit Sharing Plan?: The latest Form 5500 filing year loaded for The Kocen Financial Group, Inc. 401k Profit Sharing Plan is 2023.
How many participants does The Kocen Financial Group, Inc. 401k Profit Sharing Plan report?: The Kocen Financial Group, Inc. 401k Profit Sharing Plan reports 5 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for The Kocen Financial Group, Inc. 401k Profit Sharing Plan?: The Kocen Financial Group, Inc. 401k Profit Sharing Plan reports $189,816 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.