Plan5500

Kumar & Associates, Inc. Employee Stock Ownership Plan — Form 5500 plan (Kumar & Associates, 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, Kumar & Associates, Inc. Employee Stock Ownership Plan is a benefit plan reported by Kumar & Associates, Inc. under EIN 84-1119130 and plan number 002. The latest loaded filing year is 2023. The filing reports 249 participants and $9,247,813 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kumar & Associates, Inc.
EIN
84-1119130
Plan number
002
Plan type
2
Location
Denver, CO
Latest filing year
2023
Participants
249
End-of-year plan assets
$9,247,813

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20241001111524NAL0006983265001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,247,813
Total liabilities (EOY)
$518
Net assets (EOY)
$9,247,295
Net assets (BOY)
$8,598,159

Income & contributions

Total contributions
$0
Total income / additions
$1,384,878

Expenses & distributions

Benefits paid
$682,337
Administrative expenses
$48,264
Total expenses
$735,742
Net increase / (decrease)
$649,136

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance Strategies, LLCNONE$23,506not reported in the loaded dataset2023
Plante & Moran, PllcNONE$18,067not reported in the loaded dataset2023
Abbott,Stringham & LynchNONE$6,691not reported in the loaded dataset2023

Related Form 5500 pages