2023 Form 5500 filing — Keil & Correa Llp Retirement 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 20240531085135NAL0023292256001) for Keil & Correa Llp Retirement Plan, reported by Keil & Correa Llp under EIN 13-3632874 and plan number 001. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.1MReported net assets$2,078,199
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240531085135NAL0023292256001
Plan sponsor
Keil & Correa Llp
EIN
13-3632874
Plan number
001
Location
New York, NY
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$398.7K
Total expenses$567.4K
Benefits paid / distributions$563.9K
Contributions
Employer$7K
Participant$43.3K
Full reported line items
Total assets (EOY)
$2,078,199
Total liabilities (EOY)
$0
Net assets (EOY)
$2,078,199
Employer contributions
$6,971
Participant contributions
$43,260
Total income / additions
$398,672
Benefits paid
$563,897
Administrative expenses
$3,500
Total expenses
$567,397
Net increase / (decrease)
-$168,725

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240531085135NAL0023292256001 cover?
It is the 2023 Form 5500 filing for Keil & Correa Llp Retirement Plan, reported by Keil & Correa Llp (EIN 13-3632874).
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