2023 Form 5500 filing — Kahn, Litwin, Renza & Co., Ltd. 401(K) 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 20240910114858NAL0006814545001) for Kahn, Litwin, Renza & Co., Ltd. 401(K) Retirement Plan, reported by Kahn, Litwin, Renza & Co., Ltd. under EIN 05-0409384 and plan number 002. It reports 356 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)$41.9MReported net assets$41,869,194
Participants356
Provider compensation$72.2K3 Schedule C row(s)$72,242
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240910114858NAL0006814545001
- Plan sponsor
- Kahn, Litwin, Renza & Co., Ltd.
- EIN
- 05-0409384
- Plan number
- 002
- Location
- Providence, RI
- Received date
- not reported in the loaded dataset
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)$41.9M total assets
Net assets$41.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $41,869,194
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $41,869,194
- Employer contributions
- $713,562
- Participant contributions
- $3,409,069
- Total income / additions
- $10,666,716
- Benefits paid
- $3,244,141
- Administrative expenses
- $72,242
- Total expenses
- $3,316,383
- Net increase / (decrease)
- $7,350,333
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invest Inst Oper Co Inc | RECORDKEEPER | $54,251 | $0 |
| Global Retirement Partners LLC | PLAN ADMINISTRATOR | $11,250 | not reported in the loaded dataset |
| The Angell Pension Group, Inc. | PLAN ADMINISTRATOR | $6,741 | not reported in the loaded dataset |