2023 Form 5500 filing — Kesner & Kesner, Pllc 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240507070716NAL0013931747001) for Kesner & Kesner, Pllc 401(K) Plan, reported by Kesner & Kesner, Pllc under EIN 55-0746605 and plan number 001. It reports 18 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.4MReported net assets$5,398,421
Participants18
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240507070716NAL0013931747001
Plan sponsor
Kesner & Kesner, Pllc
EIN
55-0746605
Plan number
001
Location
Charleston, WV
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.4M total assets
Net assets$5.4MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$23.3K
Benefits paid / distributions$708
Contributions
Employer$20.9K
Participant$82.6K
Full reported line items
Total assets (EOY)
$5,398,421
Total liabilities (EOY)
$0
Net assets (EOY)
$5,398,421
Employer contributions
$20,913
Participant contributions
$82,629
Total income / additions
$1,109,537
Benefits paid
$708
Administrative expenses
$22,613
Total expenses
$23,321
Net increase / (decrease)
$1,086,216

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240507070716NAL0013931747001 cover?
It is the 2023 Form 5500 filing for Kesner & Kesner, Pllc 401(K) Plan, reported by Kesner & Kesner, Pllc (EIN 55-0746605).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages