2023 Form 5500 filing — Kopka, Pinkus & Dolin Employee Savings & 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 20240905130722NAL0021073681002) for Kopka, Pinkus & Dolin Employee Savings & Retirement Plan, reported by Kopka, Pinkus & Dolin, Pc under EIN 04-3597929 and plan number 001. It reports 310 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905130722NAL0021073681002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kopka, Pinkus & Dolin, Pc
- EIN
- 04-3597929
- Plan number
- 001
- Location
- Buffalo Grove, IL
- Participants
- 310
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,431,399
- Net assets (EOY)
- $20,431,399
- Employer contributions
- $180,148
- Participant contributions
- $1,927,002
- Total income / additions
- $5,322,797
- Benefits paid
- $1,555,456
- Administrative expenses
- $91,075
- Total expenses
- $1,618,637
- Net increase / (decrease)
- $3,704,160
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $91,075 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER | $0 | $45,586 |