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 & Canoles 401(K) Profit Sharing Plan is a benefit plan reported by Kaufman & Canoles, A Professional Corporation under EIN 54-1186543 and plan number 001. The latest loaded filing year is 2023. The filing reports 281 participants and $185,801,725 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $185,801,725
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $185,801,725
- Net assets (BOY)
- $160,670,830
Income & contributions
- Employer contributions
- $2,752,090
- Participant contributions
- $2,640,488
- Total contributions
- $5,635,122
- Total income / additions
- $33,259,445
Expenses & distributions
- Benefits paid
- $8,053,280
- Administrative expenses
- $75,270
- Total expenses
- $8,128,550
- Net increase / (decrease)
- $25,130,895