Kahler & Associates, Pc 401k Plan — Form 5500 plan (Kahler & Associates, Pc Kathy L. Kahler, Cpa)
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, Kahler & Associates, Pc 401k Plan is a benefit plan reported by Kahler & Associates, Pc Kathy L. Kahler, Cpa under EIN 52-1961480 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $1,536,904 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kahler & Associates, Pc Kathy L. Kahler, Cpa
- EIN
- 52-1961480
- Plan number
- 001
- Plan type
- 2
- Location
- Lutherville, MD
- Latest filing year
- 2023
- Participants
- 2
- End-of-year plan assets
- $1,536,904
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2 | I | 20241005091505NAL0026358834001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,536,904
- Net assets (EOY)
- $1,536,904
- Net assets (BOY)
- $1,354,824
Income & contributions
- Employer contributions
- $10,600
- Participant contributions
- $60,000
- Total income / additions
- $189,042
Expenses & distributions
- Administrative expenses
- $6,962
- Total expenses
- $6,962
- Net increase / (decrease)
- $182,080
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.