Plan5500

Kohn Pedersen Fox Associates, P.C. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Kohn Pedersen Fox Associates, P.C. (EIN 13-2862504) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2862504
Location
New York, NY
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kohn Pedersen Fox Associates, P.C.

  • 2 loaded plans hold $97.1M in reported assets.
  • The largest, Kohn Pedersen Fox Associates, P. C. 401k Employee Savings And Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,304 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$97.1MSummed across loaded plans$97,133,081
Total reported assets$97.1M$97,133,081
Total reported participants1.3K1,304
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$97.1M total assets
Net assets$97.1MLiabilities$0
Contributions & income
Employer contributions$1.8M
Participant contributions$3.9M
Total income / additions$21.1M
Expenses & distributions
Benefits paid / distributions$5.1M
Total expenses$5.1M
Net increase / (decrease)$16M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Kohn Pedersen Fox Associates, P. C. 401k Employee Savings And Profit Sharing Plan
Participants per plan652Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kohn Pedersen Fox Associates, P. C. 401k Employee Savings And Profit Sharing Plan$97.1M
    Plan #001 · 684 participants · 2023
  2. 2
    Kohn Pedersen Fox Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 620 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kohn Pedersen Fox Associates, P.C.. Open one for its full reported snapshot.

  1. 2023
    Kohn Pedersen Fox Associates, P. C. 401k Employee Savings And Profit Sharing Plan684 participants · 2Sch HSch C
    View filing →
  2. 2023
    Kohn Pedersen Fox Health And Welfare Plan620 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kohn Pedersen Fox Associates, P.C. report on Form 5500?
Kohn Pedersen Fox Associates, P.C. (EIN 13-2862504) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kohn Pedersen Fox Associates, P.C.?
The Employer Identification Number (EIN) reported for Kohn Pedersen Fox Associates, P.C. is 13-2862504.
What is the latest Form 5500 filing year for Kohn Pedersen Fox Associates, P.C.?
The latest loaded Form 5500 filing year for Kohn Pedersen Fox Associates, P.C. is 2023.

Related Form 5500 pages