Ds Kennedy & Co Profit Sharing Plan — Form 5500 plan (Ds Kennedy & Co)
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, Ds Kennedy & Co Profit Sharing Plan is a benefit plan reported by Ds Kennedy & Co under EIN 94-2857491 and plan number 002. The latest loaded filing year is 2023. The filing reports 3 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ds Kennedy & Co
- EIN
- 94-2857491
- Plan number
- 002
- Plan type
- 2
- Location
- Lafayette, CA
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240812133442NAL0009504401001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $5,087,540
Income & contributions
- Total income / additions
- $66,175
Expenses & distributions
- Benefits paid
- $5,153,715
- Total expenses
- $5,153,715
- Net increase / (decrease)
- -$5,087,540
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.