Kjersten Heron Pllc Profit-Sharing Plan — Form 5500 plan (Kjersten Heron, Pllc)
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, Kjersten Heron Pllc Profit-Sharing Plan is a benefit plan reported by Kjersten Heron, Pllc under EIN 83-2091890 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $173,076 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kjersten Heron, Pllc
- EIN
- 83-2091890
- Plan number
- 001
- Plan type
- 2
- Location
- Mount Vernon, WA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $173,076
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20241014174507NAL0045533856005 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $173,076
- Net assets (EOY)
- $173,076
- Net assets (BOY)
- $324,395
Income & contributions
- Employer contributions
- $39,304
- Total income / additions
- $48,776
Expenses & distributions
- Total expenses
- $266
- Net increase / (decrease)
- $48,510
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.