Michelle Kwan Money Purchase Plan — Form 5500 plan (Michelle Kwan Corporation)
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, Michelle Kwan Money Purchase Plan is a benefit plan reported by Michelle Kwan Corporation under EIN 95-4497320 and plan number 001. The latest loaded filing year is 2023. The filing reports 5 participants and $3,696,269 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Michelle Kwan Corporation
- EIN
- 95-4497320
- Plan number
- 001
- Plan type
- 2
- Location
- Artesia, CA
- Latest filing year
- 2023
- Participants
- 5
- End-of-year plan assets
- $3,696,269
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5 | I | 20240310232406NAL0034036561001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,696,269
- Net assets (EOY)
- $3,696,269
- Net assets (BOY)
- $3,423,184
Income & contributions
- Employer contributions
- $12,000
- Total income / additions
- $591,770
Expenses & distributions
- Total expenses
- $318,685
- Net increase / (decrease)
- $273,085
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.