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, Kaufman, Hall & Associates, LLC Retirement Plan And Trust is a benefit plan reported by Kaufman, Hall & Associates, LLC under EIN 47-2564584 and plan number 002. The latest loaded filing year is 2023. The filing reports 664 participants and $148,733,240 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $148,733,240
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,733,240
- Net assets (BOY)
- $106,451,812
Income & contributions
- Employer contributions
- $5,982,636
- Participant contributions
- $7,966,755
- Total contributions
- $27,168,015
- Total income / additions
- $49,054,637
Expenses & distributions
- Benefits paid
- $6,712,819
- Administrative expenses
- $60,357
- Total expenses
- $6,773,209
- Net increase / (decrease)
- $42,281,428