2023 Form 5500 filing — Kennedys Cmk Llp 401(K) Profit Sharing 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 20240729133833NAL0019386209001) for Kennedys Cmk Llp 401(K) Profit Sharing Plan And Trust, reported by Kennedys Cmk Llp under EIN 22-3493328 and plan number 001. It reports 357 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.4MReported net assets$32,435,396
Participants357
Provider compensation$49.4K2 Schedule C row(s)$49,387
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729133833NAL0019386209001
Plan sponsor
Kennedys Cmk Llp
EIN
22-3493328
Plan number
001
Location
Basking Ridge, NJ
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$32.4M total assets
Net assets$32.4MLiabilities$0
Money in vs. money out
Total income / additions$10.8M
Total expenses$1.7M
Benefits paid / distributions$1.7M
Contributions
Employer$926.5K
Participant$3.4M
Full reported line items
Total assets (EOY)
$32,435,396
Total liabilities (EOY)
$0
Net assets (EOY)
$32,435,396
Employer contributions
$926,538
Participant contributions
$3,421,184
Total income / additions
$10,762,385
Benefits paid
$1,660,384
Administrative expenses
$49,327
Total expenses
$1,709,711
Net increase / (decrease)
$9,052,674
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $43.7K · Indirect $0
  2. 2
    ADVISOR · Direct $5.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729133833NAL0019386209001 cover?
It is the 2023 Form 5500 filing for Kennedys Cmk Llp 401(K) Profit Sharing Plan And Trust, reported by Kennedys Cmk Llp (EIN 22-3493328).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages