L M Kalman Dopa Profit Sharing Trust — Form 5500 plan (L M Kalman Do Pa)
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, L M Kalman Dopa Profit Sharing Trust is a benefit plan reported by L M Kalman Do Pa under EIN 75-1747043 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $715,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L M Kalman Do Pa
- EIN
- 75-1747043
- Plan number
- 001
- Plan type
- 2
- Location
- Edinburg, TX
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $715,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240923132339NAL0006657587001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $715,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $715,304
- Net assets (BOY)
- $717,099
Income & contributions
- Employer contributions
- $1,584
- Participant contributions
- $0
- Total income / additions
- $20,460
Expenses & distributions
- Benefits paid
- $22,255
- Administrative expenses
- $0
- Total expenses
- $22,255
- Net increase / (decrease)
- -$1,795
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.