2023 Form 5500 filing — Coleman & Klymenko LLC 401(K) Profit Sharing Plan & 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 20240715143342NAL0003726114001) for Coleman & Klymenko LLC 401(K) Profit Sharing Plan & Trust, reported by Coleman & Klymenko LLC under EIN 26-1756824 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240715143342NAL0003726114001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Coleman & Klymenko LLC
- EIN
- 26-1756824
- Plan number
- 001
- Location
- Saint Petersburg, FL
- Participants
- 3
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $243,335
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $243,335
- Employer contributions
- $11,922
- Participant contributions
- $43,588
- Total income / additions
- $79,898
- Benefits paid
- $230
- Administrative expenses
- $164
- Total expenses
- $394
- Net increase / (decrease)
- $79,504
- Schedule source
- Schedule I