Plan5500

Manley Deas & Kochalski LLC — 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, Manley Deas & Kochalski LLC (EIN 13-4225050) is a plan sponsor located in Columbus, OH with 2 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
13-4225050
Location
Columbus, OH
Loaded plans
3
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 Manley Deas & Kochalski LLC

  • 3 loaded plans hold $38M in reported assets.
  • The largest, Manley Deas & Kochalski LLC 401(K) Profit Sharing Plan, holds 89% of this company's reported plan assets.
  • Plans cover 1,205 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$38MSummed across loaded plans$38,028,238
Total reported assets$38M$38,028,238
Total reported participants1.2K1,205
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$38M total assets
Net assets$38MLiabilities$0
Contributions & income
Employer contributions$671K
Participant contributions$1.6M
Total income / additions$8.4M
Expenses & distributions
Benefits paid / distributions$4.8M
Total expenses$4.8M
Net increase / (decrease)$3.6M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

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 assets89%Manley Deas & Kochalski LLC 401(K) Profit Sharing Plan
Participants per plan402Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Manley Deas & Kochalski LLC 401(K) Profit Sharing Plan$33.7M
    Plan #001 · 568 participants · 2023
  2. 2
    Manley, Deas & Kochalski LLC Cash Balance Plan$4.3M
    Plan #002 · 263 participants · 2023
  3. 3
    Manley Deas & Kochalski LLC Employee Benefits Plannot reported in the loaded dataset
    Plan #501 · 374 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 Manley Deas & Kochalski LLC. Open one for its full reported snapshot.

  1. 2023
    Manley Deas & Kochalski LLC Employee Benefits Plan374 participants · 2No schedules
    View filing →
  2. 2023
    Manley, Deas & Kochalski LLC Cash Balance Plan263 participants · 2Sch HSch C
    View filing →
  3. 2023
    Manley Deas & Kochalski LLC 401(K) Profit Sharing Plan568 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Manley Deas & Kochalski LLC report on Form 5500?
Manley Deas & Kochalski LLC (EIN 13-4225050) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Manley Deas & Kochalski LLC?
The Employer Identification Number (EIN) reported for Manley Deas & Kochalski LLC is 13-4225050.
What is the latest Form 5500 filing year for Manley Deas & Kochalski LLC?
The latest loaded Form 5500 filing year for Manley Deas & Kochalski LLC is 2023.

Related Form 5500 pages