Koniver Stern Group, Inc. 401(K) Plan And Trust — Form 5500 plan (The Koniver Stern Group, Inc.)
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, Koniver Stern Group, Inc. 401(K) Plan And Trust is a benefit plan reported by The Koniver Stern Group, Inc. under EIN 65-0373847 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $11,305,049 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Koniver Stern Group, Inc.
- EIN
- 65-0373847
- Plan number
- 001
- Plan type
- 2
- Location
- Miami Beach, FL
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $11,305,049
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240917090055NAL0005800194001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,305,049
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,305,049
- Net assets (BOY)
- $12,087,214
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $470,801
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $4,849
- Total expenses
- $1,252,966
- Net increase / (decrease)
- -$782,165
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.