2023 Form 5500 filing — Kapnick And Company, Inc. Profit Sharing And Thrift Savings Plan And Trust
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 20240627150842NAL0006775043001) for Kapnick And Company, Inc. Profit Sharing And Thrift Savings Plan And Trust, reported by Kapnick And Company, Inc. Dba Kapnick Insurance Group under EIN 38-1902430 and plan number 001. It reports 230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240627150842NAL0006775043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kapnick And Company, Inc. Dba Kapnick Insurance Group
- EIN
- 38-1902430
- Plan number
- 001
- Location
- Adrian, MI
- Participants
- 230
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,613,146
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,613,146
- Employer contributions
- $1,025,215
- Participant contributions
- $1,453,100
- Total income / additions
- $8,181,387
- Benefits paid
- $1,187,306
- Administrative expenses
- $119,525
- Total expenses
- $1,306,831
- Net increase / (decrease)
- $6,874,556
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tdc LLC | ADVISOR | $88,488 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $31,037 | $0 |