2023 Form 5500 filing — Salomon Kanner Damian & Rodrig 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 20240718094056NAL0003055683001) for Salomon Kanner Damian & Rodrig 401(K) Profit Sharing Plan & Trust, reported by Salomon Kanner Damian & Rodrig under EIN 65-0015784 and plan number 001. It reports 8 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$606.1KReported net assets$606,103
Participants8
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240718094056NAL0003055683001
Plan sponsor
Salomon Kanner Damian & Rodrig
EIN
65-0015784
Plan number
001
Location
Coral Gables, FL
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)$606.1K total assets
Net assets$606.1KLiabilities$0
Money in vs. money out
Total income / additions$167.2K
Total expenses$655.7K
Benefits paid / distributions$652.4K
Contributions
Employer$0
Participant$14K
Full reported line items
Total assets (EOY)
$606,103
Total liabilities (EOY)
$0
Net assets (EOY)
$606,103
Employer contributions
$0
Participant contributions
$14,017
Total income / additions
$167,190
Benefits paid
$652,427
Administrative expenses
$210
Total expenses
$655,722
Net increase / (decrease)
-$488,532

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240718094056NAL0003055683001 cover?
It is the 2023 Form 5500 filing for Salomon Kanner Damian & Rodrig 401(K) Profit Sharing Plan & Trust, reported by Salomon Kanner Damian & Rodrig (EIN 65-0015784).
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