Kelley Kronenberg 401(K) Profit Sharing Plan — Form 5500 plan (Kelley Kronenberg, 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, Kelley Kronenberg 401(K) Profit Sharing Plan is a benefit plan reported by Kelley Kronenberg, P.A. under EIN 65-0378773 and plan number 003. The latest loaded filing year is 2023. The filing reports 439 participants and $16,471,503 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kelley Kronenberg, P.A.
- EIN
- 65-0378773
- Plan number
- 003
- Plan type
- 2
- Location
- Fort Lauderdale, FL
- Latest filing year
- 2023
- Participants
- 439
- End-of-year plan assets
- $16,471,503
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 439 | H, C | 20241022124921NAL0002653969001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,471,503
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,471,503
- Net assets (BOY)
- $12,785,465
Income & contributions
- Employer contributions
- $281,974
- Participant contributions
- $1,608,189
- Total contributions
- $1,984,312
- Total income / additions
- $4,193,153
Expenses & distributions
- Benefits paid
- $446,654
- Administrative expenses
- $60,137
- Total expenses
- $507,115
- Net increase / (decrease)
- $3,686,038
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $56,448 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $31,435 | not reported in the loaded dataset | 2023 |
| Southern Pension Services | CONTRACT ADMIN | $4,215 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $28 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kelley Kronenberg, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Fort Lauderdale, FL
- Empower Annuity Ins. Co. Of America — Schedule C compensation
- Morgan Stanley — Schedule C compensation
- Southern Pension Services — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation