Kendall Harper Wren, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Kendall Harper Wren, 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, Kendall Harper Wren, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Kendall Harper Wren, Inc. under EIN 82-3452543 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $340,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kendall Harper Wren, Inc.
- EIN
- 82-3452543
- Plan number
- 001
- Plan type
- 2
- Location
- Pelham, AL
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $340,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240627151258NAL0021831778001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $340,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $340,505
- Net assets (BOY)
- $304,176
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $36,329
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $0
- Net increase / (decrease)
- $36,329
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.