Michael Kalus Md Profit Sharing & 401k Plan — Form 5500 plan (Michael Kalus Md)
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, Michael Kalus Md Profit Sharing & 401k Plan is a benefit plan reported by Michael Kalus Md under EIN 34-1590638 and plan number 001. The latest loaded filing year is 2023. The filing reports 8 participants and $3,030,463 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michael Kalus Md
- EIN
- 34-1590638
- Plan number
- 001
- Plan type
- 2
- Location
- Warrensville Hts, OH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8 | I | 20241003104506NAL0010426401002 |
| 2023 | 9 | I | 20241003104506NAL0010426401001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $3,030,463
- Net assets (EOY)
- $3,030,463
- Net assets (BOY)
- $2,901,262
Income & contributions
- Employer contributions
- $15,748
- Participant contributions
- $42,974
- Total income / additions
- $305,275
Expenses & distributions
- Benefits paid
- $176,074
- Total expenses
- $176,074
- Net increase / (decrease)
- $129,201
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.