Kelley Kronenberg, P.A. — 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, Kelley Kronenberg, P.A. (EIN 65-0378773) is a plan sponsor located in Davie, FL 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
65-0378773
Location
Davie, FL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$16,471,503
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$16,471,503

Contributions & income

Employer contributions
$281,974
Participant contributions
$1,608,189
Total income / additions
$4,193,153

Expenses & distributions

Benefits paid / distributions
$446,654
Total expenses
$507,115
Net increase / (decrease)
$3,686,038

Coverage

Total reported participants
881
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

Kelley Kronenberg, P.A. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Kelley Kronenberg 401(K) Profit Sharing Plan003439$16,471,5032023
Kelley Kronenberg, P. A. Cafeteria Plan501442not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Kelley Kronenberg, P.A.
YearPlanParticipantsSchedulesFiling
2023Kelley Kronenberg, P. A. Cafeteria Plan44220240731073138NAL0012507843001
2023Kelley Kronenberg 401(K) Profit Sharing Plan439H, C20241022124921NAL0002653969001

Related Form 5500 pages