Plan5500

Cole, Scott & Kissane, Pa 401(K) Plan — Form 5500 plan (Cole, Scott & Kissane, P.A.)

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, Cole, Scott & Kissane, Pa 401(K) Plan is a benefit plan reported by Cole, Scott & Kissane, P.A. under EIN 62-0792149 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,376 participants and $47,045,485 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cole, Scott & Kissane, P.A.
EIN
62-0792149
Plan number
001
Plan type
2
Location
Miami, FL
Latest filing year
2023
Participants
1,376
End-of-year plan assets
$47,045,485

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,376H, C20241009103840NAL0019028033001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$47,045,485
Net assets (EOY)
$47,045,485
Net assets (BOY)
$36,076,887

Income & contributions

Employer contributions
$829,112
Participant contributions
$6,247,002
Total contributions
$7,390,333
Total income / additions
$14,651,451

Expenses & distributions

Benefits paid
$3,533,269
Administrative expenses
$148,304
Total expenses
$3,682,853
Net increase / (decrease)
$10,968,598

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan Services,IncNONE$76,696not reported in the loaded dataset2023
Truist BankNONE$71,608not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages