Kidney Specialists Of Southern Nevada 401k Profit Sharing Plan — Form 5500 plan (Bernstein Pokroy And Lehrner Ltd)
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, Kidney Specialists Of Southern Nevada 401k Profit Sharing Plan is a benefit plan reported by Bernstein Pokroy And Lehrner Ltd under EIN 88-0136773 and plan number 003. The latest loaded filing year is 2023. The filing reports 165 participants and $35,011,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bernstein Pokroy And Lehrner Ltd
- EIN
- 88-0136773
- Plan number
- 003
- Plan type
- 2
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 165
- End-of-year plan assets
- $35,011,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 165 | H, C | 20241002160725NAL0017234034001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $35,011,994
- Net assets (EOY)
- $35,011,994
- Net assets (BOY)
- $28,695,180
Income & contributions
- Employer contributions
- $1,542,908
- Participant contributions
- $1,097,232
- Total contributions
- $2,895,530
- Total income / additions
- $7,776,069
Expenses & distributions
- Benefits paid
- $1,319,905
- Administrative expenses
- $139,350
- Total expenses
- $1,459,255
- Net increase / (decrease)
- $6,316,814
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fisher Asset Management LLC | INVESTMENT ADVISOR | $111,868 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $21,862 | $0 | 2023 |
| Associated Pension Consultants | CONTRACT ADMI N | $6,012 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bernstein Pokroy And Lehrner Ltd
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Fisher Asset Management LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Associated Pension Consultants — Schedule C compensation