How many benefit plans does Kapnick And Company, Inc. report on Form 5500?

Kapnick And Company, Inc. (EIN 38-1902430) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Kapnick And Company, Inc.?

The Employer Identification Number (EIN) reported for Kapnick And Company, Inc. is 38-1902430.

What is the latest Form 5500 filing year for Kapnick And Company, Inc.?

The latest loaded Form 5500 filing year for Kapnick And Company, Inc. is 2023.

Kapnick And Company, Inc. — 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, Kapnick And Company, Inc. (EIN 38-1902430) is a plan sponsor located in Adrian, MI 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: 38-1902430
Location: Adrian, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $34,613,146
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $34,613,146

Contributions & income

Employer contributions: $1,025,215
Participant contributions: $1,453,100
Total income / additions: $8,181,387

Expenses & distributions

Benefits paid / distributions: $1,187,306
Total expenses: $1,306,831
Net increase / (decrease): $6,874,556

Coverage

Total reported participants: 404
Plans with financial statements: 1
Plans with provider compensation: 1

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.

Largest loaded plans by reported assets

Kapnick And Company, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Kapnick And Company, Inc. Profit Sharing And Thrift Savings Plan And Trust	001	230	$34,613,146	2023
Kapnick And Company, Inc. Employee Benefit Plan	501	174	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kapnick And Company, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Kapnick And Company, Inc. Employee Benefit Plan	174	—	20240604145450NAL0034025648001
2023	Kapnick And Company, Inc. Profit Sharing And Thrift Savings Plan And Trust	230	H, C	20240627150842NAL0006775043001